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 | $39,296 | $94,529-58.4% | $140,016-71.9% | $64,186-38.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 3.29% | 7.77%-4.5pp | 651.12%-647.8pp | 7.63%-4.3pp |
| Employer contribution / active EE | $4,444 | $3,812+16.6% | $5,606-20.7% | $2,381+86.7% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $280 | $6,741-95.8% | $10,705-97.4% | $4,888-94.3% |