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 | $51,482 | $99,079-48.0% | $77,999-34.0% | $273,961-81.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.41% | 217.93%-212.5pp | 425.96%-420.6pp | 41.45%-36.0pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,933 | $4,306-55.1% | $3,497-44.7% | $5,287-63.4% |
| Admin fee / account holder | $283 | $8,954-96.8% | $5,480-94.8% | $10,132-97.2% |