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 | $124,911 | $171,865-27.3% | $149,718-16.6% | $147,584-15.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.85% | 2113.22%-2101.4pp | 1501.63%-1489.8pp | 578.55%-566.7pp |
| Employer contribution / active EE | $3,622 | $6,275-42.3% | $5,445-33.5% | $4,876-25.7% |
| Participant deferral / active EE | $4,171 | $7,271-42.6% | $6,569-36.5% | $5,439-23.3% |
| Admin fee / account holder | $97 | $13,799-99.3% | $11,283-99.1% | $10,885-99.1% |