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 | $76,804 | $118,849-35.4% | $96,562-20.5% | $167,490-54.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.26% | 50.49%-37.2pp | 37.78%-24.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $8,669 | $3,120+177.9% | $2,356+267.9% | $4,837+79.2% |
| Participant deferral / active EE | $4,141 | $4,616-10.3% | $3,849+7.6% | $6,341-34.7% |
| Admin fee / account holder | $9 | $8,065-99.9% | $6,181-99.9% | $12,309-99.9% |