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 | $61,769 | $150,440-58.9% | $136,294-54.7% | $147,584-58.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.73% | 1049.08%-1031.3pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,887 | $5,256-45.1% | $4,695-38.5% | $4,876-40.8% |
| Participant deferral / active EE | $6,541 | $6,630-1.3% | $6,247+4.7% | $5,439+20.3% |
| Admin fee / account holder | $90 | $10,905-99.2% | $9,243-99.0% | $10,885-99.2% |