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 | $65,610 | $197,591-66.8% | $177,821-63.1% | $158,922-58.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 87.98% | 58.76%+29.2pp | 48.32%+39.7pp | 302.83%-214.8pp |
| Employer contribution / active EE | $6,412 | $6,697-4.3% | $5,918+8.3% | $4,761+34.7% |
| Participant deferral / active EE | $9,157 | $8,405+8.9% | $7,714+18.7% | $5,982+53.1% |
| Admin fee / account holder | $1 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |