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 | $51,932 | $88,751-41.5% | $81,812-36.5% | $145,922-64.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.03% | 1025.40%-1009.4pp | 773.79%-757.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,875 | $3,083+25.7% | $2,912+33.1% | $4,660-16.8% |
| Participant deferral / active EE | $2,728 | $4,643-41.3% | $4,319-36.8% | $6,688-59.2% |
| Admin fee / account holder | $111 | $8,415-98.7% | $7,386-98.5% | $13,397-99.2% |