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 | $74,455 | $73,515+1.3% | $62,995+18.2% | $147,584-49.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 20.59% | 175.43%-154.8pp | 87.57%-67.0pp | 578.55%-558.0pp |
| Employer contribution / active EE | $2,216 | $3,320-33.3% | $2,759-19.7% | $4,876-54.6% |
| Participant deferral / active EE | $7,389 | $4,185+76.6% | $3,329+121.9% | $5,439+35.9% |
| Admin fee / account holder | $106 | $5,953-98.2% | $3,600-97.1% | $10,885-99.0% |