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 | $64,751 | $113,339-42.9% | $94,993-31.8% | $147,584-56.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 26.88% | 20.77%+6.1pp | 27.12%-0.2pp | 578.55%-551.7pp |
| Employer contribution / active EE | $18,833 | $3,160+495.9% | $2,603+623.4% | $4,876+286.2% |
| Participant deferral / active EE | $28,063 | $3,777+643.0% | $3,317+746.0% | $5,439+416.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |