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 | $84,385 | $150,440-43.9% | $136,294-38.1% | $147,584-42.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.32% | 1049.08%-1031.8pp | 5155.94%-5138.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $3,947 | $5,256-24.9% | $4,695-15.9% | $4,876-19.1% |
| Participant deferral / active EE | $9,034 | $6,630+36.2% | $6,247+44.6% | $5,439+66.1% |
| Admin fee / account holder | $22 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |