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 | $82,604 | $156,846-47.3% | $121,098-31.8% | $139,434-40.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.08% | 1474.56%-1453.5pp | 985.75%-964.7pp | 372.94%-351.9pp |
| Employer contribution / active EE | $802 | $5,536-85.5% | $4,164-80.8% | $4,751-83.1% |
| Participant deferral / active EE | $8,146 | $4,844+68.1% | $4,080+99.7% | $6,710+21.4% |
| Admin fee / account holder | $13 | $6,946-99.8% | $5,644-99.8% | $11,403-99.9% |