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 | $85,842 | $99,020-13.3% | $86,590-0.9% | $147,584-41.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.82% | 1312.34%-1293.5pp | 964.84%-946.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,765 | $3,132-11.7% | $2,839-2.6% | $4,876-43.3% |
| Participant deferral / active EE | $4,964 | $3,972+25.0% | $3,609+37.6% | $5,439-8.7% |
| Admin fee / account holder | $133 | $5,710-97.7% | $4,906-97.3% | $10,885-98.8% |