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 | $71,247 | $176,377-59.6% | $134,143-46.9% | $158,922-55.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.77% | 63.63%-45.9pp | 36.33%-18.6pp | 302.83%-285.1pp |
| Employer contribution / active EE | $3,688 | $5,040-26.8% | $3,704-0.4% | $4,761-22.5% |
| Participant deferral / active EE | $9,511 | $4,091+132.5% | $3,499+171.8% | $5,982+59.0% |
| Admin fee / account holder | $55 | $8,718-99.4% | $6,684-99.2% | $11,246-99.5% |