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 9-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 | $48,386 | $77,419-37.5% | $69,455-30.3% | $152,861-68.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 27.58% | 39.06%-11.5pp | 28.97%-1.4pp | 345.32%-317.7pp |
| Employer contribution / active EE | $7,800 | $3,315+135.3% | $2,779+180.7% | $4,762+63.8% |
| Participant deferral / active EE | $8,400 | $4,414+90.3% | $3,535+137.6% | $5,850+43.6% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |