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 | $70,629 | $102,966-31.4% | $90,281-21.8% | $152,861-53.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.78% | 95.16%-66.4pp | 78.10%-49.3pp | 345.32%-316.5pp |
| Employer contribution / active EE | $4,335 | $3,139+38.1% | $2,854+51.9% | $4,762-9.0% |
| Participant deferral / active EE | $9,384 | $4,281+119.2% | $3,885+141.5% | $5,850+60.4% |
| Admin fee / account holder | $221 | $6,171-96.4% | $5,351-95.9% | $11,596-98.1% |