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 | $54,481 | $150,440-63.8% | $136,294-60.0% | $147,584-63.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.86% | 1049.08%-1023.2pp | 5155.94%-5130.1pp | 578.55%-552.7pp |
| Employer contribution / active EE | $3,642 | $5,256-30.7% | $4,695-22.4% | $4,876-25.3% |
| Participant deferral / active EE | $13,919 | $6,630+109.9% | $6,247+122.8% | $5,439+155.9% |
| Admin fee / account holder | $183 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |