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 | $64,329 | $102,604-37.3% | $86,188-25.4% | $139,434-53.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 12.82% | 1922.51%-1909.7pp | 1168.45%-1155.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,680 | $3,032-44.6% | $2,380-29.4% | $4,751-64.6% |
| Participant deferral / active EE | $3,916 | $4,676-16.2% | $3,985-1.7% | $6,710-41.6% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |