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 | $66,479 | $99,020-32.9% | $86,590-23.2% | $147,584-55.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 26.52% | 1312.34%-1285.8pp | 964.84%-938.3pp | 578.55%-552.0pp |
| Employer contribution / active EE | $1,938 | $3,132-38.1% | $2,839-31.7% | $4,876-60.3% |
| Participant deferral / active EE | $8,113 | $3,972+104.3% | $3,609+124.8% | $5,439+49.2% |
| Admin fee / account holder | $116 | $5,710-98.0% | $4,906-97.6% | $10,885-98.9% |