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 | $73,314 | $117,381-37.5% | $99,443-26.3% | $152,861-52.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 21.65% | 31.87%-10.2pp | 30.72%-9.1pp | 345.32%-323.7pp |
| Employer contribution / active EE | $8,485 | $3,013+181.6% | $2,540+234.1% | $4,762+78.2% |
| Participant deferral / active EE | $11,060 | $4,086+170.7% | $3,619+205.6% | $5,850+89.1% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |