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 | $102,323 | $150,440-32.0% | $136,294-24.9% | $147,584-30.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 32.35% | 1049.08%-1016.7pp | 5155.94%-5123.6pp | 578.55%-546.2pp |
| Employer contribution / active EE | $20,045 | $5,256+281.4% | $4,695+326.9% | $4,876+311.1% |
| Participant deferral / active EE | $9,983 | $6,630+50.6% | $6,247+59.8% | $5,439+83.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |