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 | $64,126 | $106,890-40.0% | $84,015-23.7% | $152,861-58.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.78% | 104.99%-88.2pp | 71.31%-54.5pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,128 | $2,734-22.2% | $1,983+7.3% | $4,762-55.3% |
| Participant deferral / active EE | $3,268 | $4,011-18.5% | $3,239+0.9% | $5,850-44.1% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |