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 | $48,381 | $226,064-78.6% | $182,532-73.5% | $152,861-68.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 11.39% | 192.51%-181.1pp | 148.54%-137.1pp | 345.32%-333.9pp |
| Employer contribution / active EE | $2,800 | $4,978-43.8% | $4,076-31.3% | $4,762-41.2% |
| Participant deferral / active EE | $22,000 | $6,368+245.5% | $5,524+298.2% | $5,850+276.1% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |