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 8-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 | $83,955 | $160,055-47.5% | $140,016-40.0% | $135,375-38.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 85.51% | 911.38%-825.9pp | 651.12%-565.6pp | 519.73%-434.2pp |
| Employer contribution / active EE | $11,000 | $6,420+71.3% | $5,606+96.2% | $4,779+130.2% |
| Participant deferral / active EE | $20,320 | $7,642+165.9% | $6,927+193.3% | $5,609+262.3% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |