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 | $59,110 | $106,515-44.5% | $96,683-38.9% | $139,434-57.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.52% | 38.43%-23.9pp | 35.69%-21.2pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,748 | $4,103-57.4% | $3,737-53.2% | $4,751-63.2% |
| Participant deferral / active EE | $8,281 | $5,454+51.8% | $4,878+69.7% | $6,710+23.4% |
| Admin fee / account holder | $10 | $7,877-99.9% | $6,730-99.8% | $11,403-99.9% |