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 | $56,570 | $171,865-67.1% | $149,718-62.2% | $147,584-61.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.46% | 2113.22%-2103.8pp | 1501.63%-1492.2pp | 578.55%-569.1pp |
| Employer contribution / active EE | $2,724 | $6,275-56.6% | $5,445-50.0% | $4,876-44.1% |
| Participant deferral / active EE | $3,097 | $7,271-57.4% | $6,569-52.9% | $5,439-43.1% |
| Admin fee / account holder | $174 | $13,799-98.7% | $11,283-98.5% | $10,885-98.4% |