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 | $80,965 | $165,984-51.2% | $164,813-50.9% | $145,922-44.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.18% | 100.03%-83.9pp | 69.93%-53.8pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,596 | $5,273-69.7% | $4,341-63.2% | $4,660-65.8% |
| Participant deferral / active EE | $4,486 | $6,959-35.5% | $6,031-25.6% | $6,688-32.9% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |