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 | $72,762 | $144,119-49.5% | $117,854-38.3% | $147,584-50.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.00% | 531.15%-515.1pp | 335.08%-319.1pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,834 | $4,896-42.1% | $3,786-25.1% | $4,876-41.9% |
| Participant deferral / active EE | $4,004 | $5,316-24.7% | $4,482-10.7% | $5,439-26.4% |
| Admin fee / account holder | $50 | $10,886-99.5% | $8,020-99.4% | $10,885-99.5% |