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 | $53,863 | $100,901-46.6% | $75,670-28.8% | $147,584-63.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 14.93% | 35.78%-20.9pp | 27.34%-12.4pp | 578.55%-563.6pp |
| Employer contribution / active EE | $2,199 | $3,253-32.4% | $2,352-6.5% | $4,876-54.9% |
| Participant deferral / active EE | $3,896 | $4,027-3.3% | $3,142+24.0% | $5,439-28.4% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |