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 | $84,977 | $140,578-39.6% | $100,671-15.6% | $125,391-32.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.20% | 24.67%-24.5pp | 20.43%-20.2pp | 282.22%-282.0pp |
| Employer contribution / active EE | $13,595 | $5,965+127.9% | $4,012+238.9% | $4,866+179.4% |
| Participant deferral / active EE | $5,857 | $3,981+47.1% | $3,144+86.3% | $5,352+9.4% |
| Admin fee / account holder | $17 | $6,716-99.8% | $4,850-99.7% | $9,540-99.8% |