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 | $66,749 | $202,318-67.0% | $172,739-61.4% | $152,861-56.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.46% | 1029.65%-1010.2pp | 802.84%-783.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,086 | $5,856-64.4% | $5,143-59.4% | $4,762-56.2% |
| Participant deferral / active EE | $5,280 | $5,948-11.2% | $5,198+1.6% | $5,850-9.7% |
| Admin fee / account holder | $62 | $17,109-99.6% | $13,954-99.6% | $11,596-99.5% |