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 | $73,659 | $96,635-23.8% | $86,612-15.0% | $139,434-47.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.36% | 106.41%-90.1pp | 591.07%-574.7pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,237 | $3,263-31.5% | $3,022-26.0% | $4,751-52.9% |
| Participant deferral / active EE | $9,299 | $4,836+92.3% | $4,438+109.5% | $6,710+38.6% |
| Admin fee / account holder | $67 | $6,408-99.0% | $5,614-98.8% | $11,403-99.4% |