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 | $70,915 | $162,781-56.4% | $133,956-47.1% | $158,922-55.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.38% | 41.94%-31.6pp | 45.09%-34.7pp | 302.83%-292.4pp |
| Employer contribution / active EE | $5,364 | $4,975+7.8% | $3,919+36.9% | $4,761+12.7% |
| Participant deferral / active EE | $13,034 | $5,911+120.5% | $5,048+158.2% | $5,982+117.9% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |