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 | $66,743 | $202,318-67.0% | $172,739-61.4% | $152,861-56.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.95% | 1029.65%-999.7pp | 802.84%-772.9pp | 345.32%-315.4pp |
| Employer contribution / active EE | $1,943 | $5,856-66.8% | $5,143-62.2% | $4,762-59.2% |
| Participant deferral / active EE | $11,732 | $5,948+97.2% | $5,198+125.7% | $5,850+100.5% |
| Admin fee / account holder | $136 | $17,109-99.2% | $13,954-99.0% | $11,596-98.8% |