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 | $61,157 | $171,865-64.4% | $149,718-59.2% | $147,584-58.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.50% | 2113.22%-2090.7pp | 1501.63%-1479.1pp | 578.55%-556.0pp |
| Employer contribution / active EE | $5,426 | $6,275-13.5% | $5,445-0.3% | $4,876+11.3% |
| Participant deferral / active EE | $17,161 | $7,271+136.0% | $6,569+161.2% | $5,439+215.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |