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 | $70,863 | $115,770-38.8% | $101,248-30.0% | $158,922-55.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.86% | 56.14%-43.3pp | 46.47%-33.6pp | 302.83%-290.0pp |
| Employer contribution / active EE | $4,110 | $4,175-1.5% | $3,660+12.3% | $4,761-13.7% |
| Participant deferral / active EE | $5,519 | $4,957+11.3% | $4,370+26.3% | $5,982-7.8% |
| Admin fee / account holder | $10 | $7,245-99.9% | $5,945-99.8% | $11,246-99.9% |