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 | $68,328 | $99,079-31.0% | $77,999-12.4% | $273,961-75.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.40% | 217.93%-211.5pp | 425.96%-419.6pp | 41.45%-35.1pp |
| Employer contribution / active EE | $12,413 | $3,308+275.3% | $2,470+402.5% | $4,869+154.9% |
| Participant deferral / active EE | $7,351 | $4,306+70.7% | $3,497+110.2% | $5,287+39.0% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |