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 | $59,052 | $104,974-43.7% | $95,585-38.2% | $142,382-58.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.04% | 210.33%-192.3pp | 38.56%-20.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,388 | $2,779+57.9% | $2,527+73.7% | $4,299+2.1% |
| Participant deferral / active EE | $5,417 | $4,352+24.5% | $4,023+34.7% | $6,507-16.8% |
| Admin fee / account holder | $80 | $6,386-98.7% | $6,127-98.7% | $12,624-99.4% |