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 | $76,341 | $118,450-35.6% | $98,439-22.4% | $139,434-45.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 20.72% | 18.94%+1.8pp | 21.16%-0.4pp | 372.94%-352.2pp |
| Employer contribution / active EE | $7,350 | $3,609+103.6% | $3,048+141.1% | $4,751+54.7% |
| Participant deferral / active EE | $7,350 | $5,392+36.3% | $4,738+55.1% | $6,710+9.5% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |