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 | $60,713 | $105,859-42.6% | $90,160-32.7% | $147,584-58.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 22.90% | 37.63%-14.7pp | 34.88%-12.0pp | 578.55%-555.6pp |
| Employer contribution / active EE | $2,054 | $4,126-50.2% | $3,318-38.1% | $4,876-57.9% |
| Participant deferral / active EE | $6,908 | $5,733+20.5% | $5,288+30.6% | $5,439+27.0% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |