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 | $94,695 | $78,694+20.3% | $67,652+40.0% | $125,391-24.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 1.24% | 9.46%-8.2pp | 6625.04%-6623.8pp | 282.22%-281.0pp |
| Employer contribution / active EE | $3,103 | $3,044+2.0% | $2,266+37.0% | $4,866-36.2% |
| Participant deferral / active EE | $2,062 | $4,292-52.0% | $3,560-42.1% | $5,352-61.5% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |