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 | $66,860 | $115,770-42.2% | $101,248-34.0% | $158,922-57.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.94% | 56.14%-39.2pp | 46.47%-29.5pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,925 | $4,175-53.9% | $3,660-47.4% | $4,761-59.6% |
| Participant deferral / active EE | $3,321 | $4,957-33.0% | $4,370-24.0% | $5,982-44.5% |
| Admin fee / account holder | $300 | $7,245-95.9% | $5,945-95.0% | $11,246-97.3% |