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 | $72,886 | $101,069-27.9% | $81,478-10.5% | $147,584-50.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 25.83% | 32.40%-6.6pp | 38.78%-13.0pp | 578.55%-552.7pp |
| Employer contribution / active EE | $4,178 | $3,205+30.3% | $2,568+62.7% | $4,876-14.3% |
| Participant deferral / active EE | $11,385 | $4,242+168.4% | $3,537+221.9% | $5,439+109.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |