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 | $66,624 | $150,440-55.7% | $136,294-51.1% | $147,584-54.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.57% | 1049.08%-1035.5pp | 5155.94%-5142.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $4,721 | $5,256-10.2% | $4,695+0.5% | $4,876-3.2% |
| Participant deferral / active EE | $8,294 | $6,630+25.1% | $6,247+32.8% | $5,439+52.5% |
| Admin fee / account holder | $109 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |