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 9-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 | $140,834 | $190,805-26.2% | $159,960-12.0% | $134,475+4.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 0.02% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-417.9pp |
| Employer contribution / active EE | $3,930 | $4,995-21.3% | $4,226-7.0% | $4,740-17.1% |
| Participant deferral / active EE | $29,325 | $6,923+323.6% | $6,182+374.3% | $6,400+358.2% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |