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 | $116,056 | $171,865-32.5% | $149,718-22.5% | $147,584-21.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.14% | 2113.22%-2103.1pp | 1501.63%-1491.5pp | 578.55%-568.4pp |
| Employer contribution / active EE | $6,543 | $6,275+4.3% | $5,445+20.2% | $4,876+34.2% |
| Participant deferral / active EE | $17,966 | $7,271+147.1% | $6,569+173.5% | $5,439+230.3% |
| Admin fee / account holder | $213 | $13,799-98.5% | $11,283-98.1% | $10,885-98.0% |