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 6-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 | $68,181 | $70,756-3.6% | $65,493+4.1% | $142,382-52.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.11% | 1754.89%-1739.8pp | 982.45%-967.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,248 | $2,881-56.7% | $2,574-51.5% | $4,299-71.0% |
| Participant deferral / active EE | $13,831 | $4,637+198.3% | $3,961+249.2% | $6,507+112.6% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |