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 | $90,476 | $70,756+27.9% | $65,493+38.1% | $142,382-36.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.34% | 1754.89%-1735.5pp | 982.45%-963.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $7,295 | $2,881+153.2% | $2,574+183.4% | $4,299+69.7% |
| Participant deferral / active EE | $7,839 | $4,637+69.0% | $3,961+97.9% | $6,507+20.5% |
| Admin fee / account holder | $116 | $6,559-98.2% | $5,028-97.7% | $12,624-99.1% |