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 | $71,090 | $209,832-66.1% | $189,513-62.5% | $167,490-57.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 21.73% | 748.27%-726.5pp | 555.15%-533.4pp | 478.56%-456.8pp |
| Employer contribution / active EE | $5,679 | $6,914-17.9% | $6,162-7.8% | $4,837+17.4% |
| Participant deferral / active EE | $10,886 | $8,935+21.8% | $8,221+32.4% | $6,341+71.7% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |