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 | $109,609 | $176,056-37.7% | $159,436-31.3% | $167,490-34.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.55% | 331.75%-317.2pp | 263.57%-249.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $8,120 | $5,297+53.3% | $4,829+68.1% | $4,837+67.9% |
| Participant deferral / active EE | $7,550 | $7,750-2.6% | $7,352+2.7% | $6,341+19.1% |
| Admin fee / account holder | $24 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |