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 | $53,730 | $88,751-39.5% | $81,812-34.3% | $145,922-63.2% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 16.24% | 1025.40%-1009.2pp | 773.79%-757.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,291 | $3,083-25.7% | $2,912-21.3% | $4,660-50.8% |
| Participant deferral / active EE | $3,489 | $4,643-24.9% | $4,319-19.2% | $6,688-47.8% |
| Admin fee / account holder | $18 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |