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 | $71,111 | $105,998-32.9% | $92,233-22.9% | $147,584-51.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.67% | 50.05%-37.4pp | 176.28%-163.6pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,986 | $4,333-31.1% | $3,679-18.8% | $4,876-38.8% |
| Participant deferral / active EE | $7,553 | $4,478+68.7% | $3,897+93.8% | $5,439+38.9% |
| Admin fee / account holder | $186 | $6,332-97.1% | $5,194-96.4% | $10,885-98.3% |