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 | $52,439 | $176,377-70.3% | $134,143-60.9% | $158,922-67.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.09% | 63.63%-53.5pp | 36.33%-26.2pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,656 | $5,040-67.2% | $3,704-55.3% | $4,761-65.2% |
| Participant deferral / active EE | $7,429 | $4,091+81.6% | $3,499+112.3% | $5,982+24.2% |
| Admin fee / account holder | $185 | $8,718-97.9% | $6,684-97.2% | $11,246-98.4% |