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 | $74,570 | $70,606+5.6% | $53,898+38.4% | $142,382-47.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.78% | 619.81%-600.0pp | 528.60%-508.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,015 | $1,202-15.6% | $932+8.9% | $4,299-76.4% |
| Participant deferral / active EE | $2,543 | $2,364+7.6% | $1,826+39.2% | $6,507-60.9% |
| Admin fee / account holder | $89 | $2,852-96.9% | $2,491-96.4% | $12,624-99.3% |