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 | $56,737 | $150,440-62.3% | $136,294-58.4% | $147,584-61.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.65% | 1049.08%-1034.4pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,756 | $5,256-47.6% | $4,695-41.3% | $4,876-43.5% |
| Participant deferral / active EE | $6,194 | $6,630-6.6% | $6,247-0.9% | $5,439+13.9% |
| Admin fee / account holder | $73 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |