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 | $63,379 | $185,200-65.8% | $142,863-55.6% | $167,490-62.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 10.15% | 8555.70%-8545.5pp | 5637.54%-5627.4pp | 478.56%-468.4pp |
| Employer contribution / active EE | $5,784 | $5,604+3.2% | $4,144+39.6% | $4,837+19.6% |
| Participant deferral / active EE | $5,328 | $4,494+18.6% | $3,837+38.9% | $6,341-16.0% |
| Admin fee / account holder | $230 | $8,031-97.1% | $6,560-96.5% | $12,309-98.1% |