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 | $68,439 | $105,998-35.4% | $92,233-25.8% | $147,584-53.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 163.85% | 50.05%+113.8pp | 176.28%-12.4pp | 578.55%-414.7pp |
| Employer contribution / active EE | $30,416 | $4,333+602.0% | $3,679+726.7% | $4,876+523.8% |
| Participant deferral / active EE | $13,600 | $4,478+203.7% | $3,897+249.0% | $5,439+150.1% |
| Admin fee / account holder | $191 | $6,332-97.0% | $5,194-96.3% | $10,885-98.2% |