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 | $80,253 | $133,922-40.1% | $116,228-31.0% | $142,382-43.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.35% | 147.76%-130.4pp | 90.06%-72.7pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,333 | $3,446+25.8% | $2,994+44.7% | $4,299+0.8% |
| Participant deferral / active EE | $10,975 | $5,672+93.5% | $4,953+121.6% | $6,507+68.7% |
| Admin fee / account holder | $23 | $14,945-99.8% | $11,989-99.8% | $12,624-99.8% |