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 | $72,232 | $108,642-33.5% | $74,701-3.3% | $152,861-52.7% |
| Participation rate | 90.0% | 65.3%+24.7pp | 54.5%+35.5pp | 82.4%+7.6pp |
| Annual return | 19.43% | 114.06%-94.6pp | 752.92%-733.5pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,199 | $1,503-20.2% | $1,084+10.6% | $4,762-74.8% |
| Participant deferral / active EE | $2,320 | $2,712-14.5% | $1,964+18.1% | $5,850-60.3% |
| Admin fee / account holder | $9 | $4,902-99.8% | $3,333-99.7% | $11,596-99.9% |