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 | $31,182 | $73,515-57.6% | $62,995-50.5% | $147,584-78.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.96% | 175.43%-165.5pp | 87.57%-77.6pp | 578.55%-568.6pp |
| Employer contribution / active EE | $652 | $3,320-80.4% | $2,759-76.4% | $4,876-86.6% |
| Participant deferral / active EE | $2,004 | $4,185-52.1% | $3,329-39.8% | $5,439-63.2% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |