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 | $35,042 | $107,334-67.4% | $92,893-62.3% | $152,861-77.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 38.10% | 145.58%-107.5pp | 109.41%-71.3pp | 345.32%-307.2pp |
| Employer contribution / active EE | $6,581 | $4,221+55.9% | $3,653+80.2% | $4,762+38.2% |
| Participant deferral / active EE | $14,046 | $4,845+189.9% | $4,236+231.6% | $5,850+140.1% |
| Admin fee / account holder | $10 | $7,079-99.9% | $5,794-99.8% | $11,596-99.9% |