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 | $77,965 | $67,411+15.7% | $91,001-14.3% | $70,131+11.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.79% | -40.16%+59.0pp | 4.60%+14.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $14,127 | $1,786+691.0% | $2,456+475.3% | $2,342+503.1% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,547-100.0% | $3,332-100.0% |
| Admin fee / account holder | $153 | $4,236-96.4% | $5,417-97.2% | $4,645-96.7% |