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 | $96,354 | $102,604-6.1% | $86,188+11.8% | $139,434-30.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.38% | 1922.51%-1904.1pp | 1168.45%-1150.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $5,914 | $3,032+95.0% | $2,380+148.5% | $4,751+24.5% |
| Participant deferral / active EE | $4,320 | $4,676-7.6% | $3,985+8.4% | $6,710-35.6% |
| Admin fee / account holder | $72 | $8,657-99.2% | $6,852-99.0% | $11,403-99.4% |