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 | $74,879 | $158,398-52.7% | $126,539-40.8% | $142,382-47.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.19% | 593.76%-573.6pp | 425.95%-405.8pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,168 | $4,650-53.4% | $3,674-41.0% | $4,299-49.6% |
| Participant deferral / active EE | $3,709 | $4,767-22.2% | $4,083-9.2% | $6,507-43.0% |
| Admin fee / account holder | $19 | $6,918-99.7% | $6,065-99.7% | $12,624-99.9% |