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 | $80,575 | $202,318-60.2% | $172,739-53.4% | $152,861-47.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.09% | 1029.65%-1002.6pp | 802.84%-775.8pp | 345.32%-318.2pp |
| Employer contribution / active EE | $8,992 | $5,856+53.6% | $5,143+74.8% | $4,762+88.8% |
| Participant deferral / active EE | $6,255 | $5,948+5.2% | $5,198+20.3% | $5,850+6.9% |
| Admin fee / account holder | $16 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |