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 | $76,892 | $105,998-27.5% | $92,233-16.6% | $147,584-47.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.45% | 50.05%-33.6pp | 176.28%-159.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $6,500 | $4,333+50.0% | $3,679+76.7% | $4,876+33.3% |
| Participant deferral / active EE | $9,750 | $4,478+117.7% | $3,897+150.2% | $5,439+79.3% |
| Admin fee / account holder | $126 | $6,332-98.0% | $5,194-97.6% | $10,885-98.8% |