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 | $95,634 | $118,680-19.4% | $98,907-3.3% | $158,922-39.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.89% | 372.35%-362.5pp | 196.43%-186.5pp | 302.83%-292.9pp |
| Employer contribution / active EE | $2,552 | $3,333-23.4% | $2,689-5.1% | $4,761-46.4% |
| Participant deferral / active EE | $2,974 | $5,088-41.5% | $4,244-29.9% | $5,982-50.3% |
| Admin fee / account holder | $9 | $10,131-99.9% | $6,642-99.9% | $11,246-99.9% |