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 | $89,264 | $202,318-55.9% | $172,739-48.3% | $152,861-41.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.79% | 1029.65%-1007.9pp | 802.84%-781.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,448 | $5,856-58.2% | $5,143-52.4% | $4,762-48.6% |
| Participant deferral / active EE | $7,272 | $5,948+22.3% | $5,198+39.9% | $5,850+24.3% |
| Admin fee / account holder | $5 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |