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 | $78,971 | $58,927+34.0% | $76,817+2.8% | $72,985+8.2% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 20.65% | 2305.64%-2285.0pp | 1166.11%-1145.5pp | 81.00%-60.3pp |
| Employer contribution / active EE | $6,004 | $1,787+236.1% | $2,302+160.8% | $2,440+146.1% |
| Participant deferral / active EE | $6,494 | $2,690+141.4% | $3,336+94.7% | $3,607+80.0% |
| Admin fee / account holder | $287 | $4,013-92.8% | $6,420-95.5% | $5,124-94.4% |