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 | $124,423 | $197,825-37.1% | $155,790-20.1% | $125,391-0.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.72% | 86.74%-86.0pp | 71.54%-70.8pp | 282.22%-281.5pp |
| Employer contribution / active EE | $2,684 | $4,847-44.6% | $3,836-30.0% | $4,866-44.8% |
| Participant deferral / active EE | $7,290 | $5,630+29.5% | $4,797+52.0% | $5,352+36.2% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |