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 6-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 | $113,012 | $88,751+27.3% | $81,812+38.1% | $145,922-22.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.75% | 1025.40%-1010.7pp | 773.79%-759.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,552 | $3,083-49.7% | $2,912-46.7% | $4,660-66.7% |
| Participant deferral / active EE | $20,818 | $4,643+348.4% | $4,319+382.1% | $6,688+211.3% |
| Admin fee / account holder | $94 | $8,415-98.9% | $7,386-98.7% | $13,397-99.3% |