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 4-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 | $65,564 | $102,604-36.1% | $86,188-23.9% | $139,434-53.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 9.12% | 1922.51%-1913.4pp | 1168.45%-1159.3pp | 372.94%-363.8pp |
| Employer contribution / active EE | $13,553 | $3,032+346.9% | $2,380+469.4% | $4,751+185.3% |
| Participant deferral / active EE | $10,013 | $4,676+114.2% | $3,985+151.3% | $6,710+49.2% |
| Admin fee / account holder | $131 | $8,657-98.5% | $6,852-98.1% | $11,403-98.9% |