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 | $63,972 | $176,662-63.8% | $130,648-51.0% | $152,861-58.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 6.16% | 2692.24%-2686.1pp | 1708.96%-1702.8pp | 345.32%-339.2pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,500 | $4,361+49.0% | $3,603+80.4% | $5,850+11.1% |
| Admin fee / account holder | $206 | $7,133-97.1% | $5,464-96.2% | $11,596-98.2% |