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 | $68,577 | $110,809-38.1% | $86,874-21.1% | $167,490-59.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 12.29% | 116.98%-104.7pp | 63.52%-51.2pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,309 | $3,244-28.8% | $2,495-7.5% | $4,837-52.3% |
| Participant deferral / active EE | $7,717 | $4,546+69.8% | $3,699+108.6% | $6,341+21.7% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |