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 | $61,973 | $176,662-64.9% | $130,648-52.6% | $152,861-59.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 23.55% | 2692.24%-2668.7pp | 1708.96%-1685.4pp | 345.32%-321.8pp |
| Employer contribution / active EE | $264 | $5,742-95.4% | $4,092-93.5% | $4,762-94.5% |
| Participant deferral / active EE | $2,607 | $4,361-40.2% | $3,603-27.7% | $5,850-55.4% |
| Admin fee / account holder | $51 | $7,133-99.3% | $5,464-99.1% | $11,596-99.6% |