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 | $73,992 | $81,625-9.4% | $58,482+26.5% | $139,434-46.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 18.99% | 7404.20%-7385.2pp | 4239.32%-4220.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,290 | $1,398+63.7% | $1,053+117.4% | $4,751-51.8% |
| Participant deferral / active EE | $10,417 | $2,557+307.5% | $1,924+441.5% | $6,710+55.2% |
| Admin fee / account holder | $277 | $3,265-91.5% | $2,516-89.0% | $11,403-97.6% |