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 | $68,841 | $112,881-39.0% | $90,951-24.3% | $158,922-56.7% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 12.73% | 215.79%-203.1pp | 134.60%-121.9pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,247 | $2,893-56.9% | $2,122-41.2% | $4,761-73.8% |
| Participant deferral / active EE | $2,000 | $4,128-51.5% | $3,373-40.7% | $5,982-66.6% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |