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 9-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 | $67,249 | $171,865-60.9% | $149,718-55.1% | $147,584-54.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.86% | 2113.22%-2098.4pp | 1501.63%-1486.8pp | 578.55%-563.7pp |
| Employer contribution / active EE | $3,742 | $6,275-40.4% | $5,445-31.3% | $4,876-23.3% |
| Participant deferral / active EE | $6,956 | $7,271-4.3% | $6,569+5.9% | $5,439+27.9% |
| Admin fee / account holder | $8 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |