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 | $88,339 | $150,440-41.3% | $136,294-35.2% | $147,584-40.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 174.57% | 1049.08%-874.5pp | 5155.94%-4981.4pp | 578.55%-404.0pp |
| Employer contribution / active EE | $1,555 | $5,256-70.4% | $4,695-66.9% | $4,876-68.1% |
| Participant deferral / active EE | $7,160 | $6,630+8.0% | $6,247+14.6% | $5,439+31.7% |
| Admin fee / account holder | $86 | $10,905-99.2% | $9,243-99.1% | $10,885-99.2% |