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 | $84,976 | $88,751-4.3% | $81,812+3.9% | $145,922-41.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 35.80% | 1025.40%-989.6pp | 773.79%-738.0pp | 561.29%-525.5pp |
| Employer contribution / active EE | $2,030 | $3,083-34.2% | $2,912-30.3% | $4,660-56.4% |
| Participant deferral / active EE | $5,231 | $4,643+12.7% | $4,319+21.1% | $6,688-21.8% |
| Admin fee / account holder | $15 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |