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 | $73,086 | $46,553+57.0% | $64,056+14.1% | $75,163-2.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 22.84% | 26.03%-3.2pp | 33.69%-10.8pp | 160.62%-137.8pp |
| Employer contribution / active EE | $5,123 | $1,974+159.6% | $2,747+86.5% | $2,670+91.9% |
| Participant deferral / active EE | $7,998 | $2,837+181.9% | $3,880+106.1% | $4,125+93.9% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |