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 | $59,967 | $126,574-52.6% | $106,213-43.5% | $145,922-58.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.39% | 224.79%-215.4pp | 116.14%-106.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,354 | $3,730-36.9% | $3,171-25.8% | $4,660-49.5% |
| Participant deferral / active EE | $5,198 | $5,724-9.2% | $5,016+3.6% | $6,688-22.3% |
| Admin fee / account holder | $7 | $17,304-100.0% | $11,033-99.9% | $13,397-99.9% |