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 9-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 | $67,392 | $84,402-20.2% | $61,373+9.8% | $134,475-49.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 21.07% | 584.55%-563.5pp | 338.61%-317.5pp | 417.96%-396.9pp |
| Employer contribution / active EE | $1,395 | $1,544-9.7% | $1,159+20.3% | $4,740-70.6% |
| Participant deferral / active EE | $1,395 | $2,819-50.5% | $2,125-34.4% | $6,400-78.2% |
| Admin fee / account holder | $20 | $2,585-99.2% | $2,130-99.1% | $11,426-99.8% |