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 | $57,290 | $201,272-71.5% | $184,203-68.9% | $145,922-60.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.62% | 29.00%-11.4pp | 28.81%-11.2pp | 561.29%-543.7pp |
| Employer contribution / active EE | $5,613 | $7,022-20.1% | $6,427-12.7% | $4,660+20.5% |
| Participant deferral / active EE | $7,648 | $9,806-22.0% | $9,131-16.2% | $6,688+14.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |