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 | $62,288 | $117,841-47.1% | $102,423-39.2% | $145,922-57.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 26.85% | 31.65%-4.8pp | 29.32%-2.5pp | 561.29%-534.4pp |
| Employer contribution / active EE | $12,467 | $3,615+244.9% | $3,023+312.4% | $4,660+167.6% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $254 | $13,326-98.1% | $9,451-97.3% | $13,397-98.1% |