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 | $33,624 | $150,440-77.6% | $136,294-75.3% | $147,584-77.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 28.22% | 1049.08%-1020.9pp | 5155.94%-5127.7pp | 578.55%-550.3pp |
| Employer contribution / active EE | $7,132 | $5,256+35.7% | $4,695+51.9% | $4,876+46.3% |
| Participant deferral / active EE | $6,919 | $6,630+4.4% | $6,247+10.8% | $5,439+27.2% |
| Admin fee / account holder | $20 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |