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 | $77,247 | $144,119-46.4% | $117,854-34.5% | $147,584-47.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.71% | 531.15%-520.4pp | 335.08%-324.4pp | 578.55%-567.8pp |
| Employer contribution / active EE | $2,923 | $4,896-40.3% | $3,786-22.8% | $4,876-40.1% |
| Participant deferral / active EE | $3,809 | $5,316-28.3% | $4,482-15.0% | $5,439-30.0% |
| Admin fee / account holder | $199 | $10,886-98.2% | $8,020-97.5% | $10,885-98.2% |