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 | $181,147 | $97,881+85.1% | $80,004+126.4% | $125,391+44.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 1.54% | 9.36%-7.8pp | 7.63%-6.1pp | 282.22%-280.7pp |
| Employer contribution / active EE | $2,000 | $3,128-36.1% | $2,473-19.1% | $4,866-58.9% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $30 | $6,278-99.5% | $5,033-99.4% | $9,540-99.7% |