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 | $67,758 | $169,032-59.9% | $129,207-47.6% | $145,922-53.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.57% | 14330.11%-14315.5pp | 9417.33%-9402.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $7,429 | $5,537+34.2% | $4,153+78.9% | $4,660+59.4% |
| Participant deferral / active EE | $6,571 | $4,987+31.8% | $4,168+57.7% | $6,688-1.7% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |