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 | $78,217 | $99,020-21.0% | $86,590-9.7% | $147,584-47.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.61% | 1312.34%-1294.7pp | 964.84%-947.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,403 | $3,132-55.2% | $2,839-50.6% | $4,876-71.2% |
| Participant deferral / active EE | $8,327 | $3,972+109.6% | $3,609+130.7% | $5,439+53.1% |
| Admin fee / account holder | $232 | $5,710-95.9% | $4,906-95.3% | $10,885-97.9% |