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 | $61,704 | $180,449-65.8% | $154,107-60.0% | $135,375-54.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 4.22% | 888.09%-883.9pp | 735.12%-730.9pp | 519.73%-515.5pp |
| Employer contribution / active EE | $9,910 | $6,035+64.2% | $5,298+87.1% | $4,779+107.4% |
| Participant deferral / active EE | $8,315 | $5,806+43.2% | $5,081+63.7% | $5,609+48.3% |
| Admin fee / account holder | $231 | $16,143-98.6% | $13,411-98.3% | $10,827-97.9% |