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 | $25,979 | $150,440-82.7% | $136,294-80.9% | $147,584-82.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 31.42% | 1049.08%-1017.7pp | 5155.94%-5124.5pp | 578.55%-547.1pp |
| Employer contribution / active EE | $2,518 | $5,256-52.1% | $4,695-46.4% | $4,876-48.4% |
| Participant deferral / active EE | $9,427 | $6,630+42.2% | $6,247+50.9% | $5,439+73.3% |
| Admin fee / account holder | $78 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |