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 | $72,441 | $118,849-39.0% | $96,562-25.0% | $167,490-56.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.08% | 50.49%-40.4pp | 37.78%-27.7pp | 478.56%-468.5pp |
| Employer contribution / active EE | $5,584 | $3,120+79.0% | $2,356+137.0% | $4,837+15.4% |
| Participant deferral / active EE | $5,714 | $4,616+23.8% | $3,849+48.4% | $6,341-9.9% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |