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 | $103,170 | $84,696+21.8% | $75,696+36.3% | $167,490-38.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 38.29% | 199.36%-161.1pp | 104.53%-66.2pp | 478.56%-440.3pp |
| Employer contribution / active EE | $3,038 | $3,230-5.9% | $2,743+10.7% | $4,837-37.2% |
| Participant deferral / active EE | $7,974 | $4,580+74.1% | $3,821+108.7% | $6,341+25.7% |
| Admin fee / account holder | $23 | $5,355-99.6% | $3,619-99.4% | $12,309-99.8% |