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 | $74,216 | $127,386-41.7% | $115,037-35.5% | $125,391-40.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 3.57% | 31.28%-27.7pp | 26.14%-22.6pp | 282.22%-278.7pp |
| Employer contribution / active EE | $2,208 | $5,166-57.3% | $4,608-52.1% | $4,866-54.6% |
| Participant deferral / active EE | $9,294 | $6,423+44.7% | $6,026+54.2% | $5,352+73.7% |
| Admin fee / account holder | $50 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |