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 | $70,721 | $171,865-58.9% | $149,718-52.8% | $147,584-52.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.13% | 2113.22%-2100.1pp | 1501.63%-1488.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,684 | $6,275-57.2% | $5,445-50.7% | $4,876-45.0% |
| Participant deferral / active EE | $8,819 | $7,271+21.3% | $6,569+34.3% | $5,439+62.1% |
| Admin fee / account holder | $74 | $13,799-99.5% | $11,283-99.3% | $10,885-99.3% |