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 | $80,352 | $159,901-49.7% | $146,958-45.3% | $145,922-44.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.74% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,663 | $5,286-49.6% | $4,933-46.0% | $4,660-42.8% |
| Participant deferral / active EE | $5,890 | $8,428-30.1% | $8,070-27.0% | $6,688-11.9% |
| Admin fee / account holder | $34 | $15,044-99.8% | $12,998-99.7% | $13,397-99.7% |