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 | $73,112 | $160,055-54.3% | $140,016-47.8% | $135,375-46.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.64% | 911.38%-910.7pp | 651.12%-650.5pp | 519.73%-519.1pp |
| Employer contribution / active EE | $1,773 | $6,420-72.4% | $5,606-68.4% | $4,779-62.9% |
| Participant deferral / active EE | $3,060 | $7,642-60.0% | $6,927-55.8% | $5,609-45.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |