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 | $184,647 | $100,852+83.1% | $90,404+104.2% | $158,922+16.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.73% | 1724.20%-1698.5pp | 1293.02%-1267.3pp | 302.83%-277.1pp |
| Employer contribution / active EE | $12,883 | $3,689+249.3% | $3,262+294.9% | $4,761+170.6% |
| Participant deferral / active EE | $14,557 | $4,348+234.8% | $3,963+267.3% | $5,982+143.3% |
| Admin fee / account holder | $24 | $6,501-99.6% | $5,611-99.6% | $11,246-99.8% |