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 | $75,966 | $111,724-32.0% | $93,606-18.8% | $145,922-47.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 29.89% | 202.98%-173.1pp | 133.20%-103.3pp | 561.29%-531.4pp |
| Employer contribution / active EE | $1,872 | $3,090-39.4% | $2,420-22.6% | $4,660-59.8% |
| Participant deferral / active EE | $1,872 | $4,912-61.9% | $4,411-57.6% | $6,688-72.0% |
| Admin fee / account holder | $60 | $10,250-99.4% | $8,285-99.3% | $13,397-99.6% |