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 | $72,107 | $152,460-52.7% | $118,746-39.3% | $147,584-51.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 15.34% | 17.41%-2.1pp | 24.54%-9.2pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,141 | $5,046-57.6% | $4,193-48.9% | $4,876-56.1% |
| Participant deferral / active EE | $6,856 | $6,212+10.4% | $5,332+28.6% | $5,439+26.1% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |