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 | $72,656 | $163,101-55.5% | $136,749-46.9% | $142,382-49.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.87% | 27.54%-14.7pp | 24.33%-11.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,930 | $4,117-28.8% | $3,400-13.8% | $4,299-31.8% |
| Participant deferral / active EE | $1,908 | $5,585-65.8% | $4,692-59.3% | $6,507-70.7% |
| Admin fee / account holder | $29 | $14,318-99.8% | $11,386-99.7% | $12,624-99.8% |