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 | $195,343 | $109,817+77.9% | $98,442+98.4% | $167,490+16.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.54% | 1956.69%-1943.2pp | 1492.73%-1479.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $6,403 | $3,224+98.6% | $2,960+116.3% | $4,837+32.4% |
| Participant deferral / active EE | $8,667 | $4,673+85.5% | $4,276+102.7% | $6,341+36.7% |
| Admin fee / account holder | $13 | $6,753-99.8% | $5,949-99.8% | $12,309-99.9% |