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 | $58,171 | $152,587-61.9% | $125,175-53.5% | $152,861-61.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.36% | 54.84%-41.5pp | 43.79%-30.4pp | 345.32%-332.0pp |
| Employer contribution / active EE | $4,531 | $4,946-8.4% | $3,865+17.2% | $4,762-4.9% |
| Participant deferral / active EE | $11,000 | $5,868+87.5% | $4,937+122.8% | $5,850+88.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |