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 | $60,769 | $165,912-63.4% | $122,332-50.3% | $147,584-58.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 9.67% | 34.55%-24.9pp | 30.27%-20.6pp | 578.55%-568.9pp |
| Employer contribution / active EE | $3,621 | $5,754-37.1% | $4,050-10.6% | $4,876-25.8% |
| Participant deferral / active EE | $2,102 | $4,005-47.5% | $3,287-36.1% | $5,439-61.4% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |