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 | $71,299 | $165,335-56.9% | $149,696-52.4% | $158,922-55.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.88% | 348.15%-330.3pp | 276.60%-258.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,960 | $5,103-61.6% | $4,644-57.8% | $4,761-58.8% |
| Participant deferral / active EE | $9,445 | $7,181+31.5% | $6,842+38.1% | $5,982+57.9% |
| Admin fee / account holder | $3 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |