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 | $88,682 | $88,751-0.1% | $81,812+8.4% | $145,922-39.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.35% | 1025.40%-1015.1pp | 773.79%-763.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,961 | $3,083-36.4% | $2,912-32.7% | $4,660-57.9% |
| Participant deferral / active EE | $3,920 | $4,643-15.6% | $4,319-9.2% | $6,688-41.4% |
| Admin fee / account holder | $278 | $8,415-96.7% | $7,386-96.2% | $13,397-97.9% |