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 | $58,678 | $96,484-39.2% | $75,886-22.7% | $152,861-61.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 24.77% | 33.98%-9.2pp | 30.76%-6.0pp | 345.32%-320.6pp |
| Employer contribution / active EE | $4,730 | $3,309+42.9% | $2,500+89.2% | $4,762-0.7% |
| Participant deferral / active EE | $6,128 | $4,553+34.6% | $3,603+70.1% | $5,850+4.8% |
| Admin fee / account holder | -$70 | $8,078-100.9% | $5,418-101.3% | $11,596-100.6% |