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 | $67,018 | $176,812-62.1% | $146,665-54.3% | $167,490-60.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.63% | 24.03%-12.4pp | 22.74%-11.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,296 | $5,160-55.5% | $4,136-44.5% | $4,837-52.5% |
| Participant deferral / active EE | $4,674 | $6,440-27.4% | $5,506-15.1% | $6,341-26.3% |
| Admin fee / account holder | $10 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |