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 | $87,549 | $185,200-52.7% | $142,863-38.7% | $167,490-47.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 14.37% | 8555.70%-8541.3pp | 5637.54%-5623.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,432 | $5,604-56.6% | $4,144-41.3% | $4,837-49.7% |
| Participant deferral / active EE | $6,618 | $4,494+47.3% | $3,837+72.5% | $6,341+4.4% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |