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 | $76,915 | $77,899-1.3% | $149,673-48.6% | $75,163+2.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.51% | 31.72%-12.2pp | 134.42%-114.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,265 | $3,137-27.8% | $4,818-53.0% | $2,670-15.2% |
| Participant deferral / active EE | $4,368 | $3,411+28.0% | $5,680-23.1% | $4,125+5.9% |
| Admin fee / account holder | $269 | $5,956-95.5% | $13,210-98.0% | $5,651-95.2% |