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 | $64,524 | $183,519-64.8% | $155,509-58.5% | $145,922-55.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.64% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,827 | $5,313-28.0% | $4,672-18.1% | $4,660-17.9% |
| Participant deferral / active EE | $2,660 | $6,462-58.8% | $5,626-52.7% | $6,688-60.2% |
| Admin fee / account holder | $138 | $19,313-99.3% | $15,912-99.1% | $13,397-99.0% |