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 | $66,666 | $111,724-40.3% | $93,606-28.8% | $145,922-54.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.30% | 202.98%-189.7pp | 133.20%-119.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,297 | $3,090-58.0% | $2,420-46.4% | $4,660-72.2% |
| Participant deferral / active EE | $2,067 | $4,912-57.9% | $4,411-53.1% | $6,688-69.1% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |