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 6-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 | $76,567 | $94,752-19.2% | $112,887-32.2% | $139,434-45.1% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 18.56% | 40.88%-22.3pp | 34.10%-15.5pp | 372.94%-354.4pp |
| Employer contribution / active EE | $5,891 | $4,625+27.4% | $4,563+29.1% | $4,751+24.0% |
| Participant deferral / active EE | $10,000 | $6,512+53.6% | $6,513+53.5% | $6,710+49.0% |
| Admin fee / account holder | $248 | $8,527-97.1% | $7,047-96.5% | $11,403-97.8% |