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 | $75,749 | $176,662-57.1% | $130,648-42.0% | $152,861-50.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 21.70% | 2692.24%-2670.5pp | 1708.96%-1687.3pp | 345.32%-323.6pp |
| Employer contribution / active EE | $8,972 | $5,742+56.2% | $4,092+119.3% | $4,762+88.4% |
| Participant deferral / active EE | $4,239 | $4,361-2.8% | $3,603+17.7% | $5,850-27.5% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |