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 | $90,885 | $171,865-47.1% | $149,718-39.3% | $147,584-38.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.00% | 2113.22%-2094.2pp | 1501.63%-1482.6pp | 578.55%-559.5pp |
| Employer contribution / active EE | $7,817 | $6,275+24.6% | $5,445+43.6% | $4,876+60.3% |
| Participant deferral / active EE | $6,193 | $7,271-14.8% | $6,569-5.7% | $5,439+13.9% |
| Admin fee / account holder | $13 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |