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 | $67,431 | $162,781-58.6% | $133,956-49.7% | $158,922-57.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 23.65% | 41.94%-18.3pp | 45.09%-21.4pp | 302.83%-279.2pp |
| Employer contribution / active EE | $6,979 | $4,975+40.3% | $3,919+78.1% | $4,761+46.6% |
| Participant deferral / active EE | $9,723 | $5,911+64.5% | $5,048+92.6% | $5,982+62.5% |
| Admin fee / account holder | $46 | $11,736-99.6% | $8,927-99.5% | $11,246-99.6% |