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 | $76,921 | $168,632-54.4% | $147,614-47.9% | $125,391-38.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.11% | 77.65%-80.8pp | 61.98%-65.1pp | 282.22%-285.3pp |
| Employer contribution / active EE | $14,781 | $6,252+136.4% | $5,564+165.6% | $4,866+203.8% |
| Participant deferral / active EE | $6,000 | $5,507+9.0% | $4,895+22.6% | $5,352+12.1% |
| Admin fee / account holder | $50 | $13,580-99.6% | $11,611-99.6% | $9,540-99.5% |