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 | $63,695 | $202,318-68.5% | $172,739-63.1% | $152,861-58.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.48% | 1029.65%-1004.2pp | 802.84%-777.4pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,691 | $5,856-71.1% | $5,143-67.1% | $4,762-64.5% |
| Participant deferral / active EE | $4,997 | $5,948-16.0% | $5,198-3.9% | $5,850-14.6% |
| Admin fee / account holder | $55 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |