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 | $66,831 | $183,519-63.6% | $155,509-57.0% | $145,922-54.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.24% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,713 | $5,313-67.8% | $4,672-63.3% | $4,660-63.2% |
| Participant deferral / active EE | $2,978 | $6,462-53.9% | $5,626-47.1% | $6,688-55.5% |
| Admin fee / account holder | $178 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |