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 | $77,261 | $77,419-0.2% | $69,455+11.2% | $152,861-49.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 24.92% | 39.06%-14.1pp | 28.97%-4.0pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,957 | $3,315-10.8% | $2,779+6.4% | $4,762-37.9% |
| Participant deferral / active EE | $4,834 | $4,414+9.5% | $3,535+36.7% | $5,850-17.4% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |