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 | $62,147 | $162,781-61.8% | $133,956-53.6% | $158,922-60.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 70.92% | 41.94%+29.0pp | 45.09%+25.8pp | 302.83%-231.9pp |
| Employer contribution / active EE | $2,949 | $4,975-40.7% | $3,919-24.7% | $4,761-38.1% |
| Participant deferral / active EE | $5,027 | $5,911-14.9% | $5,048-0.4% | $5,982-16.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |