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 | $81,120 | $70,756+14.6% | $65,493+23.9% | $142,382-43.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.56% | 1754.89%-1737.3pp | 982.45%-964.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,976 | $4,637-14.3% | $3,961+0.4% | $6,507-38.9% |
| Admin fee / account holder | $232 | $6,559-96.5% | $5,028-95.4% | $12,624-98.2% |