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 | $67,571 | $118,680-43.1% | $98,907-31.7% | $158,922-57.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 30.36% | 372.35%-342.0pp | 196.43%-166.1pp | 302.83%-272.5pp |
| Employer contribution / active EE | $3,879 | $3,333+16.4% | $2,689+44.3% | $4,761-18.5% |
| Participant deferral / active EE | $8,347 | $5,088+64.1% | $4,244+96.7% | $5,982+39.5% |
| Admin fee / account holder | $155 | $10,131-98.5% | $6,642-97.7% | $11,246-98.6% |