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 | $94,053 | $70,756+32.9% | $65,493+43.6% | $142,382-33.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.88% | 1754.89%-1737.0pp | 982.45%-964.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $5,108 | $2,881+77.3% | $2,574+98.4% | $4,299+18.8% |
| Participant deferral / active EE | $8,540 | $4,637+84.2% | $3,961+115.6% | $6,507+31.2% |
| Admin fee / account holder | $124 | $6,559-98.1% | $5,028-97.5% | $12,624-99.0% |