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 | $82,615 | $112,881-26.8% | $90,951-9.2% | $158,922-48.0% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 94.27% | 215.79%-121.5pp | 134.60%-40.3pp | 302.83%-208.6pp |
| Employer contribution / active EE | $1,098 | $2,893-62.1% | $2,122-48.3% | $4,761-76.9% |
| Participant deferral / active EE | $1,476 | $4,128-64.2% | $3,373-56.2% | $5,982-75.3% |
| Admin fee / account holder | $18 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |