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 | $73,756 | $113,339-34.9% | $94,993-22.4% | $147,584-50.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 17.37% | 20.77%-3.4pp | 27.12%-9.8pp | 578.55%-561.2pp |
| Employer contribution / active EE | $5,558 | $3,160+75.9% | $2,603+113.5% | $4,876+14.0% |
| Participant deferral / active EE | $6,061 | $3,777+60.5% | $3,317+82.7% | $5,439+11.4% |
| Admin fee / account holder | $58 | $6,063-99.0% | $4,960-98.8% | $10,885-99.5% |