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 | $89,404 | $127,777-30.0% | $106,548-16.1% | $167,490-46.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 11.35% | 33.87%-22.5pp | 26.80%-15.5pp | 478.56%-467.2pp |
| Employer contribution / active EE | $2,275 | $3,427-33.6% | $2,819-19.3% | $4,837-53.0% |
| Participant deferral / active EE | $1,550 | $5,087-69.5% | $4,398-64.8% | $6,341-75.6% |
| Admin fee / account holder | $7 | $11,228-99.9% | $7,407-99.9% | $12,309-99.9% |