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 | $71,515 | $150,440-52.5% | $136,294-47.5% | $147,584-51.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.20% | 1049.08%-1029.9pp | 5155.94%-5136.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $2,492 | $5,256-52.6% | $4,695-46.9% | $4,876-48.9% |
| Participant deferral / active EE | $4,734 | $6,630-28.6% | $6,247-24.2% | $5,439-13.0% |
| Admin fee / account holder | $149 | $10,905-98.6% | $9,243-98.4% | $10,885-98.6% |