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 | $103,824 | $125,758-17.4% | $169,993-38.9% | $75,163+38.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.95% | 27.20%-9.2pp | 53.37%-35.4pp | 160.62%-142.7pp |
| Employer contribution / active EE | $5,037 | $4,615+9.1% | $6,785-25.8% | $2,670+88.7% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $11 | $8,173-99.9% | $12,815-99.9% | $5,651-99.8% |