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 | $103,743 | $144,119-28.0% | $117,854-12.0% | $147,584-29.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 13.02% | 531.15%-518.1pp | 335.08%-322.1pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,101 | $4,896-77.5% | $3,786-70.9% | $4,876-77.4% |
| Participant deferral / active EE | $4,082 | $5,316-23.2% | $4,482-8.9% | $5,439-24.9% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |