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 | $57,075 | $88,751-35.7% | $81,812-30.2% | $145,922-60.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.99% | 1025.40%-1012.4pp | 773.79%-760.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $8,129 | $3,083+163.6% | $2,912+179.1% | $4,660+74.5% |
| Participant deferral / active EE | $1,718 | $4,643-63.0% | $4,319-60.2% | $6,688-74.3% |
| Admin fee / account holder | $168 | $8,415-98.0% | $7,386-97.7% | $13,397-98.7% |