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 | $65,867 | $176,377-62.7% | $134,143-50.9% | $158,922-58.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.85% | 63.63%-48.8pp | 36.33%-21.5pp | 302.83%-288.0pp |
| Employer contribution / active EE | $563 | $5,040-88.8% | $3,704-84.8% | $4,761-88.2% |
| Participant deferral / active EE | $556 | $4,091-86.4% | $3,499-84.1% | $5,982-90.7% |
| Admin fee / account holder | $32 | $8,718-99.6% | $6,684-99.5% | $11,246-99.7% |