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 | $57,995 | $202,318-71.3% | $172,739-66.4% | $152,861-62.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.29% | 1029.65%-1004.4pp | 802.84%-777.6pp | 345.32%-320.0pp |
| Employer contribution / active EE | $22,078 | $5,856+277.0% | $5,143+329.3% | $4,762+363.6% |
| Participant deferral / active EE | $2,167 | $5,948-63.6% | $5,198-58.3% | $5,850-63.0% |
| Admin fee / account holder | $18 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |