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 | $61,462 | $102,966-40.3% | $90,281-31.9% | $152,861-59.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.08% | 95.16%-77.1pp | 78.10%-60.0pp | 345.32%-327.2pp |
| Employer contribution / active EE | $12,565 | $3,139+300.3% | $2,854+340.2% | $4,762+163.8% |
| Participant deferral / active EE | $967 | $4,281-77.4% | $3,885-75.1% | $5,850-83.5% |
| Admin fee / account holder | $290 | $6,171-95.3% | $5,351-94.6% | $11,596-97.5% |