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 | $66,361 | $88,751-25.2% | $81,812-18.9% | $145,922-54.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.64% | 1025.40%-1005.8pp | 773.79%-754.2pp | 561.29%-541.6pp |
| Employer contribution / active EE | $4,339 | $3,083+40.7% | $2,912+49.0% | $4,660-6.9% |
| Participant deferral / active EE | $8,212 | $4,643+76.9% | $4,319+90.2% | $6,688+22.8% |
| Admin fee / account holder | $44 | $8,415-99.5% | $7,386-99.4% | $13,397-99.7% |