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 | $73,302 | $157,256-53.4% | $141,162-48.1% | $152,861-52.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.04% | 64.32%-39.3pp | 71.39%-46.3pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,308 | $5,261-56.1% | $4,735-51.3% | $4,762-51.5% |
| Participant deferral / active EE | $6,361 | $7,109-10.5% | $6,709-5.2% | $5,850+8.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |