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 | $80,536 | $102,604-21.5% | $86,188-6.6% | $139,434-42.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.19% | 1922.51%-1904.3pp | 1168.45%-1150.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,212 | $3,032-60.0% | $2,380-49.1% | $4,751-74.5% |
| Participant deferral / active EE | $5,513 | $4,676+17.9% | $3,985+38.3% | $6,710-17.8% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |