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 | $64,782 | $90,348-28.3% | $75,972-14.7% | $145,922-55.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.70% | 620.88%-612.2pp | 359.55%-350.8pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,482 | $3,311-25.1% | $2,685-7.6% | $4,660-46.7% |
| Participant deferral / active EE | $1,863 | $5,162-63.9% | $4,255-56.2% | $6,688-72.1% |
| Admin fee / account holder | $243 | $8,467-97.1% | $6,467-96.2% | $13,397-98.2% |