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 | $160,464 | $181,894-11.8% | $156,549+2.5% | $273,961-41.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 848.14% | 30.74%+817.4pp | 32.23%+815.9pp | 41.45%+806.7pp |
| Employer contribution / active EE | $11,214 | $6,248+79.5% | $5,501+103.9% | $4,869+130.3% |
| Participant deferral / active EE | $4,772 | $5,550-14.0% | $4,871-2.0% | $5,287-9.8% |
| Admin fee / account holder | $18 | $15,559-99.9% | $13,027-99.9% | $10,132-99.8% |