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 6-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 | $84,078 | $88,751-5.3% | $81,812+2.8% | $145,922-42.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.22% | 1025.40%-1011.2pp | 773.79%-759.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $3,941 | $3,083+27.8% | $2,912+35.3% | $4,660-15.4% |
| Participant deferral / active EE | $15,510 | $4,643+234.0% | $4,319+259.1% | $6,688+131.9% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |