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 | $132,537 | $100,852+31.4% | $90,404+46.6% | $158,922-16.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.80% | 1724.20%-1703.4pp | 1293.02%-1272.2pp | 302.83%-282.0pp |
| Employer contribution / active EE | $16,425 | $3,689+345.3% | $3,262+403.5% | $4,761+245.0% |
| Participant deferral / active EE | $8,530 | $4,348+96.2% | $3,963+115.2% | $5,982+42.6% |
| Admin fee / account holder | $239 | $6,501-96.3% | $5,611-95.7% | $11,246-97.9% |