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 | $57,583 | $112,881-49.0% | $90,951-36.7% | $158,922-63.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.69% | 215.79%-205.1pp | 134.60%-123.9pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,202 | $2,893-23.9% | $2,122+3.8% | $4,761-53.8% |
| Participant deferral / active EE | $16,017 | $4,128+288.1% | $3,373+374.9% | $5,982+167.7% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |