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 | $120,896 | $171,865-29.7% | $149,718-19.3% | $147,584-18.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.56% | 2113.22%-2100.7pp | 1501.63%-1489.1pp | 578.55%-566.0pp |
| Employer contribution / active EE | $10,564 | $6,275+68.3% | $5,445+94.0% | $4,876+116.6% |
| Participant deferral / active EE | $21,875 | $7,271+200.9% | $6,569+233.0% | $5,439+302.2% |
| Admin fee / account holder | $35 | $13,799-99.7% | $11,283-99.7% | $10,885-99.7% |