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 | $63,580 | $107,934-41.1% | $91,989-30.9% | $152,861-58.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 26.18% | 89.24%-63.1pp | 69.02%-42.8pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,802 | $4,210-57.2% | $3,452-47.8% | $4,762-62.2% |
| Participant deferral / active EE | $4,563 | $6,364-28.3% | $5,923-23.0% | $5,850-22.0% |
| Admin fee / account holder | $28 | $10,520-99.7% | $7,743-99.6% | $11,596-99.8% |