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 | $64,444 | $70,756-8.9% | $65,493-1.6% | $142,382-54.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 24.74% | 1754.89%-1730.2pp | 982.45%-957.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $9,072 | $2,881+214.9% | $2,574+252.4% | $4,299+111.0% |
| Participant deferral / active EE | $6,214 | $4,637+34.0% | $3,961+56.9% | $6,507-4.5% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |