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 | $63,180 | $127,777-50.6% | $106,548-40.7% | $167,490-62.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.72% | 33.87%-18.1pp | 26.80%-11.1pp | 478.56%-462.8pp |
| Employer contribution / active EE | $4,327 | $3,427+26.3% | $2,819+53.5% | $4,837-10.6% |
| Participant deferral / active EE | $4,769 | $5,087-6.3% | $4,398+8.4% | $6,341-24.8% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |