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 | $67,893 | $232,540-70.8% | $185,117-63.3% | $147,584-54.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 24.11% | 43.03%-18.9pp | 40.50%-16.4pp | 578.55%-554.4pp |
| Employer contribution / active EE | $6,316 | $5,195+21.6% | $4,182+51.0% | $4,876+29.5% |
| Participant deferral / active EE | $12,417 | $5,834+112.9% | $5,045+146.1% | $5,439+128.3% |
| Admin fee / account holder | $208 | $10,275-98.0% | $8,159-97.4% | $10,885-98.1% |