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 10-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 | $55,419 | $106,890-48.2% | $84,015-34.0% | $152,861-63.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.50% | 104.99%-83.5pp | 71.31%-49.8pp | 345.32%-323.8pp |
| Employer contribution / active EE | $6,530 | $2,734+138.8% | $1,983+229.2% | $4,762+37.1% |
| Participant deferral / active EE | $3,543 | $4,011-11.7% | $3,239+9.4% | $5,850-39.4% |
| Admin fee / account holder | $17 | $8,285-99.8% | $6,101-99.7% | $11,596-99.9% |