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 | $103,870 | $84,527+22.9% | $67,711+53.4% | $125,391-17.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 1.40% | 2.57%-1.2pp | 25.41%-24.0pp | 282.22%-280.8pp |
| Employer contribution / active EE | $1,650 | $3,292-49.9% | $2,559-35.5% | $4,866-66.1% |
| Participant deferral / active EE | $3,300 | $4,429-25.5% | $3,585-8.0% | $5,352-38.3% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |