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 | $82,746 | $150,440-45.0% | $136,294-39.3% | $147,584-43.9% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 20.71% | 1049.08%-1028.4pp | 5155.94%-5135.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,155 | $6,630-22.3% | $6,247-17.5% | $5,439-5.2% |
| Admin fee / account holder | $150 | $10,905-98.6% | $9,243-98.4% | $10,885-98.6% |