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 4-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 | $72,802 | $70,756+2.9% | $65,493+11.2% | $142,382-48.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 25.01% | 1754.89%-1729.9pp | 982.45%-957.4pp | 217.08%-192.1pp |
| Employer contribution / active EE | $12,128 | $2,881+321.0% | $2,574+371.1% | $4,299+182.1% |
| Participant deferral / active EE | $9,792 | $4,637+111.2% | $3,961+147.2% | $6,507+50.5% |
| Admin fee / account holder | $145 | $6,559-97.8% | $5,028-97.1% | $12,624-98.9% |