See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,142 | $70,606-21.9% | $53,898+2.3% | $142,382-61.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.81% | 619.81%-601.0pp | 528.60%-509.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,886 | $1,202+56.9% | $932+102.4% | $4,299-56.1% |
| Participant deferral / active EE | $7,908 | $2,364+234.5% | $1,826+333.0% | $6,507+21.5% |
| Admin fee / account holder | $48 | $2,852-98.3% | $2,491-98.1% | $12,624-99.6% |