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 | $63,331 | $171,865-63.2% | $149,718-57.7% | $147,584-57.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.45% | 2113.22%-2096.8pp | 1501.63%-1485.2pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,794 | $6,275-55.5% | $5,445-48.7% | $4,876-42.7% |
| Participant deferral / active EE | $7,491 | $7,271+3.0% | $6,569+14.0% | $5,439+37.7% |
| Admin fee / account holder | $202 | $13,799-98.5% | $11,283-98.2% | $10,885-98.1% |