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 | $179,817 | $104,486+72.1% | $76,817+134.1% | $152,861+17.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 8.71% | 1013.37%-1004.7pp | 1166.11%-1157.4pp | 345.32%-336.6pp |
| Employer contribution / active EE | $10,000 | $3,116+221.0% | $2,302+334.4% | $4,762+110.0% |
| Participant deferral / active EE | $7,333 | $4,236+73.1% | $3,336+119.8% | $5,850+25.4% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |