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 | $115,361 | $100,852+14.4% | $90,404+27.6% | $158,922-27.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.44% | 1724.20%-1709.8pp | 1293.02%-1278.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $11,114 | $3,689+201.3% | $3,262+240.7% | $4,761+133.4% |
| Participant deferral / active EE | $8,266 | $4,348+90.1% | $3,963+108.6% | $5,982+38.2% |
| Admin fee / account holder | -$50 | $6,501-100.8% | $5,611-100.9% | $11,246-100.4% |