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 | $82,125 | $144,119-43.0% | $117,854-30.3% | $147,584-44.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.60% | 531.15%-511.5pp | 335.08%-315.5pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,754 | $4,896-64.2% | $3,786-53.7% | $4,876-64.0% |
| Participant deferral / active EE | $5,323 | $5,316+0.1% | $4,482+18.8% | $5,439-2.1% |
| Admin fee / account holder | $8 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |