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 | $75,505 | $150,440-49.8% | $136,294-44.6% | $147,584-48.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.97% | 1049.08%-1036.1pp | 5155.94%-5143.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,348 | $5,256-74.4% | $4,695-71.3% | $4,876-72.4% |
| Participant deferral / active EE | $11,340 | $6,630+71.0% | $6,247+81.5% | $5,439+108.5% |
| Admin fee / account holder | -$91 | $10,905-100.8% | $9,243-101.0% | $10,885-100.8% |