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 | $64,083 | $109,817-41.6% | $98,442-34.9% | $167,490-61.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.21% | 1956.69%-1936.5pp | 1492.73%-1472.5pp | 478.56%-458.3pp |
| Employer contribution / active EE | $2,630 | $3,224-18.4% | $2,960-11.1% | $4,837-45.6% |
| Participant deferral / active EE | $6,401 | $4,673+37.0% | $4,276+49.7% | $6,341+0.9% |
| Admin fee / account holder | $93 | $6,753-98.6% | $5,949-98.4% | $12,309-99.2% |