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 | $42,601 | $168,632-74.7% | $147,614-71.1% | $125,391-66.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 243.58% | 77.65%+165.9pp | 61.98%+181.6pp | 282.22%-38.6pp |
| Employer contribution / active EE | $9,500 | $6,252+51.9% | $5,564+70.7% | $4,866+95.2% |
| Participant deferral / active EE | $6,683 | $5,507+21.4% | $4,895+36.5% | $5,352+24.9% |
| Admin fee / account holder | $195 | $13,580-98.6% | $11,611-98.3% | $9,540-98.0% |