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 | $59,311 | $150,440-60.6% | $136,294-56.5% | $147,584-59.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.24% | 1049.08%-1035.8pp | 5155.94%-5142.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $10,367 | $5,256+97.2% | $4,695+120.8% | $4,876+112.6% |
| Participant deferral / active EE | $2,202 | $6,630-66.8% | $6,247-64.7% | $5,439-59.5% |
| Admin fee / account holder | $93 | $10,905-99.2% | $9,243-99.0% | $10,885-99.1% |