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 | $126,310 | $108,642+16.3% | $74,701+69.1% | $152,861-17.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 42.32% | 114.06%-71.7pp | 752.92%-710.6pp | 345.32%-303.0pp |
| Employer contribution / active EE | $240 | $1,503-84.1% | $1,084-77.9% | $4,762-95.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,964-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |