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 | $59,037 | $150,187-60.7% | $120,354-50.9% | $145,922-59.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.33% | 154.07%-140.7pp | 107.15%-93.8pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,000 | $4,348-54.0% | $3,463-42.2% | $4,660-57.1% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $34 | $12,207-99.7% | $9,423-99.6% | $13,397-99.7% |