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 | $109,315 | $150,440-27.3% | $136,294-19.8% | $147,584-25.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.89% | 1049.08%-1029.2pp | 5155.94%-5136.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $2,702 | $5,256-48.6% | $4,695-42.4% | $4,876-44.6% |
| Participant deferral / active EE | $8,060 | $6,630+21.6% | $6,247+29.0% | $5,439+48.2% |
| Admin fee / account holder | $290 | $10,905-97.3% | $9,243-96.9% | $10,885-97.3% |