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 | $95,394 | $171,865-44.5% | $149,718-36.3% | $147,584-35.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.01% | 2113.22%-2088.2pp | 1501.63%-1476.6pp | 578.55%-553.5pp |
| Employer contribution / active EE | $1,836 | $6,275-70.7% | $5,445-66.3% | $4,876-62.3% |
| Participant deferral / active EE | $10,588 | $7,271+45.6% | $6,569+61.2% | $5,439+94.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |