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 | $52,016 | $150,440-65.4% | $136,294-61.8% | $147,584-64.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 27.52% | 1049.08%-1021.6pp | 5155.94%-5128.4pp | 578.55%-551.0pp |
| Employer contribution / active EE | $6,052 | $5,256+15.1% | $4,695+28.9% | $4,876+24.1% |
| Participant deferral / active EE | $6,781 | $6,630+2.3% | $6,247+8.5% | $5,439+24.7% |
| Admin fee / account holder | $265 | $10,905-97.6% | $9,243-97.1% | $10,885-97.6% |