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 | $223,474 | $150,440+48.5% | $136,294+64.0% | $147,584+51.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.56% | 1049.08%-1030.5pp | 5155.94%-5137.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $8,961 | $5,256+70.5% | $4,695+90.8% | $4,876+83.8% |
| Participant deferral / active EE | $5,112 | $6,630-22.9% | $6,247-18.2% | $5,439-6.0% |
| Admin fee / account holder | $184 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |