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 | $244,697 | $150,440+62.7% | $136,294+79.5% | $147,584+65.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.67% | 1049.08%-1027.4pp | 5155.94%-5134.3pp | 578.55%-556.9pp |
| Employer contribution / active EE | $2,840 | $5,256-46.0% | $4,695-39.5% | $4,876-41.8% |
| Participant deferral / active EE | $16,802 | $6,630+153.4% | $6,247+169.0% | $5,439+208.9% |
| Admin fee / account holder | $41 | $10,905-99.6% | $9,243-99.6% | $10,885-99.6% |