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 | $75,595 | $226,064-66.6% | $182,532-58.6% | $152,861-50.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.91% | 192.51%-169.6pp | 148.54%-125.6pp | 345.32%-322.4pp |
| Employer contribution / active EE | $9,943 | $4,978+99.7% | $4,076+143.9% | $4,762+108.8% |
| Participant deferral / active EE | $6,286 | $6,368-1.3% | $5,524+13.8% | $5,850+7.4% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |