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 | $107,811 | $70,606+52.7% | $53,898+100.0% | $142,382-24.3% |
| Participation rate | 70.0% | 63.7%+6.3pp | 55.0%+15.0pp | 80.1%-10.1pp |
| Annual return | 13.55% | 619.81%-606.3pp | 528.60%-515.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,414 | $1,202+100.8% | $932+159.0% | $4,299-43.8% |
| Participant deferral / active EE | $6,298 | $2,364+166.4% | $1,826+244.8% | $6,507-3.2% |
| Admin fee / account holder | $63 | $2,852-97.8% | $2,491-97.5% | $12,624-99.5% |