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 | $57,785 | $101,069-42.8% | $81,478-29.1% | $147,584-60.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 16.22% | 32.40%-16.2pp | 38.78%-22.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $2,653 | $3,205-17.2% | $2,568+3.3% | $4,876-45.6% |
| Participant deferral / active EE | $13,731 | $4,242+223.7% | $3,537+288.3% | $5,439+152.5% |
| Admin fee / account holder | $7 | $5,812-99.9% | $4,561-99.8% | $10,885-99.9% |