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 | $70,007 | $90,600-22.7% | $79,464-11.9% | $135,375-48.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 7.36% | 977.43%-970.1pp | 718.14%-710.8pp | 519.73%-512.4pp |
| Employer contribution / active EE | $1,915 | $3,068-37.6% | $2,800-31.6% | $4,779-59.9% |
| Participant deferral / active EE | $3,108 | $4,050-23.3% | $3,704-16.1% | $5,609-44.6% |
| Admin fee / account holder | $29 | $5,907-99.5% | $5,113-99.4% | $10,827-99.7% |