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 6-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 | $64,286 | $102,604-37.3% | $86,188-25.4% | $139,434-53.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.26% | 1922.51%-1902.3pp | 1168.45%-1148.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $4,500 | $3,032+48.4% | $2,380+89.1% | $4,751-5.3% |
| Participant deferral / active EE | $13,751 | $4,676+194.1% | $3,985+245.0% | $6,710+104.9% |
| Admin fee / account holder | $79 | $8,657-99.1% | $6,852-98.8% | $11,403-99.3% |