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 | $38,846 | $135,635-71.4% | $110,238-64.8% | $135,375-71.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 8.09% | 513.19%-505.1pp | 314.74%-306.7pp | 519.73%-511.6pp |
| Employer contribution / active EE | $2,500 | $4,906-49.0% | $3,826-34.7% | $4,779-47.7% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $263 | $11,457-97.7% | $8,547-96.9% | $10,827-97.6% |