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 | $86,387 | $99,020-12.8% | $86,590-0.2% | $147,584-41.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.72% | 1312.34%-1292.6pp | 964.84%-945.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,906 | $3,132-39.2% | $2,839-32.9% | $4,876-60.9% |
| Participant deferral / active EE | $4,552 | $3,972+14.6% | $3,609+26.1% | $5,439-16.3% |
| Admin fee / account holder | $225 | $5,710-96.1% | $4,906-95.4% | $10,885-97.9% |