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 | $66,885 | $232,540-71.2% | $185,117-63.9% | $147,584-54.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.32% | 43.03%-25.7pp | 40.50%-23.2pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,882 | $5,195-44.5% | $4,182-31.1% | $4,876-40.9% |
| Participant deferral / active EE | $6,286 | $5,834+7.8% | $5,045+24.6% | $5,439+15.6% |
| Admin fee / account holder | $207 | $10,275-98.0% | $8,159-97.5% | $10,885-98.1% |