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 | $69,004 | $150,440-54.1% | $136,294-49.4% | $147,584-53.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.79% | 1049.08%-1029.3pp | 5155.94%-5136.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,275 | $5,256-56.7% | $4,695-51.5% | $4,876-53.3% |
| Participant deferral / active EE | $6,690 | $6,630+0.9% | $6,247+7.1% | $5,439+23.0% |
| Admin fee / account holder | $166 | $10,905-98.5% | $9,243-98.2% | $10,885-98.5% |