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 | $67,387 | $98,750-31.8% | $149,696-55.0% | $79,858-15.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 71.60% | 27.43%+44.2pp | 276.60%-205.0pp | 31.71%+39.9pp |
| Employer contribution / active EE | $3,440 | $3,216+6.9% | $4,644-25.9% | $2,471+39.2% |
| Participant deferral / active EE | $5,543 | $5,680-2.4% | $6,842-19.0% | $3,740+48.2% |
| Admin fee / account holder | $41 | $6,053-99.3% | $9,309-99.6% | $5,306-99.2% |