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 3-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 | $64,010 | $70,756-9.5% | $65,493-2.3% | $142,382-55.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.59% | 1754.89%-1736.3pp | 982.45%-963.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,228 | $2,881+12.0% | $2,574+25.4% | $4,299-24.9% |
| Participant deferral / active EE | $7,352 | $4,637+58.5% | $3,961+85.6% | $6,507+13.0% |
| Admin fee / account holder | $143 | $6,559-97.8% | $5,028-97.2% | $12,624-98.9% |