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 | $70,697 | $171,865-58.9% | $149,718-52.8% | $147,584-52.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.98% | 2113.22%-2092.2pp | 1501.63%-1480.6pp | 578.55%-557.6pp |
| Employer contribution / active EE | $21,140 | $6,275+236.9% | $5,445+288.3% | $4,876+333.5% |
| Participant deferral / active EE | $15,108 | $7,271+107.8% | $6,569+130.0% | $5,439+177.8% |
| Admin fee / account holder | $135 | $13,799-99.0% | $11,283-98.8% | $10,885-98.8% |