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 8-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 | $93,050 | $96,305-3.4% | $80,569+15.5% | $139,434-33.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.68% | 1350.08%-1331.4pp | 935.43%-916.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $5,237 | $3,262+60.5% | $2,723+92.3% | $4,751+10.2% |
| Participant deferral / active EE | $10,563 | $5,232+101.9% | $4,447+137.5% | $6,710+57.4% |
| Admin fee / account holder | $28 | $6,599-99.6% | $5,377-99.5% | $11,403-99.8% |