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 | $87,211 | $105,998-17.7% | $92,233-5.4% | $147,584-40.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.04% | 50.05%-34.0pp | 176.28%-160.2pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,748 | $4,333-59.7% | $3,679-52.5% | $4,876-64.2% |
| Participant deferral / active EE | $4,510 | $4,478+0.7% | $3,897+15.7% | $5,439-17.1% |
| Admin fee / account holder | $150 | $6,332-97.6% | $5,194-97.1% | $10,885-98.6% |