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 | $169,481 | $102,604+65.2% | $86,188+96.6% | $139,434+21.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.02% | 1922.51%-1909.5pp | 1168.45%-1155.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $13,434 | $3,032+343.0% | $2,380+464.4% | $4,751+182.8% |
| Participant deferral / active EE | $21,000 | $4,676+349.1% | $3,985+426.9% | $6,710+213.0% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |