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 | $76,191 | $111,724-31.8% | $93,606-18.6% | $145,922-47.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.01% | 202.98%-192.0pp | 133.20%-122.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,236 | $3,090+4.7% | $2,420+33.7% | $4,660-30.5% |
| Participant deferral / active EE | $5,644 | $4,912+14.9% | $4,411+27.9% | $6,688-15.6% |
| Admin fee / account holder | $71 | $10,250-99.3% | $8,285-99.1% | $13,397-99.5% |