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 8-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 | $83,780 | $70,756+18.4% | $65,493+27.9% | $142,382-41.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.30% | 1754.89%-1734.6pp | 982.45%-962.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,731 | $2,881+64.2% | $2,574+83.8% | $4,299+10.0% |
| Participant deferral / active EE | $6,564 | $4,637+41.6% | $3,961+65.7% | $6,507+0.9% |
| Admin fee / account holder | $175 | $6,559-97.3% | $5,028-96.5% | $12,624-98.6% |