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 | $95,260 | $185,200-48.6% | $142,863-33.3% | $167,490-43.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 15.34% | 8555.70%-8540.4pp | 5637.54%-5622.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $5,423 | $5,604-3.2% | $4,144+30.9% | $4,837+12.1% |
| Participant deferral / active EE | $8,671 | $4,494+92.9% | $3,837+126.0% | $6,341+36.7% |
| Admin fee / account holder | $4 | $8,031-99.9% | $6,560-99.9% | $12,309-100.0% |