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 | $64,284 | $150,440-57.3% | $136,294-52.8% | $147,584-56.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.36% | 1049.08%-1029.7pp | 5155.94%-5136.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,824 | $5,256-46.3% | $4,695-39.9% | $4,876-42.1% |
| Participant deferral / active EE | $6,779 | $6,630+2.2% | $6,247+8.5% | $5,439+24.6% |
| Admin fee / account holder | $40 | $10,905-99.6% | $9,243-99.6% | $10,885-99.6% |