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 | $68,479 | $148,534-53.9% | $135,903-49.6% | $139,434-50.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.93% | 79.19%-51.3pp | 68.23%-40.3pp | 372.94%-345.0pp |
| Employer contribution / active EE | $1,749 | $5,243-66.6% | $4,856-64.0% | $4,751-63.2% |
| Participant deferral / active EE | $18,317 | $8,100+126.1% | $7,758+136.1% | $6,710+173.0% |
| Admin fee / account holder | $60 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |