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 | $84,044 | $232,540-63.9% | $185,117-54.6% | $147,584-43.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.00% | 43.03%-29.0pp | 40.50%-26.5pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,256 | $5,195-75.8% | $4,182-70.0% | $4,876-74.2% |
| Participant deferral / active EE | $1,719 | $5,834-70.5% | $5,045-65.9% | $5,439-68.4% |
| Admin fee / account holder | $21 | $10,275-99.8% | $8,159-99.7% | $10,885-99.8% |