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 7-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 | $105,935 | $88,751+19.4% | $81,812+29.5% | $145,922-27.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.16% | 1025.40%-1004.2pp | 773.79%-752.6pp | 561.29%-540.1pp |
| Employer contribution / active EE | $5,251 | $3,083+70.3% | $2,912+80.3% | $4,660+12.7% |
| Participant deferral / active EE | $24,654 | $4,643+431.0% | $4,319+470.9% | $6,688+268.6% |
| Admin fee / account holder | $108 | $8,415-98.7% | $7,386-98.5% | $13,397-99.2% |