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 | $90,926 | $109,327-16.8% | $89,391+1.7% | $158,922-42.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 6.77% | 345.68%-338.9pp | 245.62%-238.8pp | 302.83%-296.1pp |
| Employer contribution / active EE | $2,438 | $3,170-23.1% | $2,586-5.7% | $4,761-48.8% |
| Participant deferral / active EE | $10,861 | $4,598+136.2% | $3,890+179.2% | $5,982+81.6% |
| Admin fee / account holder | $6 | $6,153-99.9% | $4,881-99.9% | $11,246-99.9% |