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 | $71,156 | $165,335-57.0% | $149,696-52.5% | $158,922-55.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.84% | 348.15%-335.3pp | 276.60%-263.8pp | 302.83%-290.0pp |
| Employer contribution / active EE | $3,012 | $5,103-41.0% | $4,644-35.1% | $4,761-36.7% |
| Participant deferral / active EE | $5,910 | $7,181-17.7% | $6,842-13.6% | $5,982-1.2% |
| Admin fee / account holder | $212 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |