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 | $73,520 | $105,931-30.6% | $81,930-10.3% | $158,922-53.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 23.34% | 38.17%-14.8pp | 29.49%-6.2pp | 302.83%-279.5pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,592 | $13,003-41.6% | $7,107+6.8% | $5,982+26.9% |
| Admin fee / account holder | $297 | $8,489-96.5% | $5,158-94.2% | $11,246-97.4% |