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 6-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 | $121,854 | $102,604+18.8% | $86,188+41.4% | $139,434-12.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 33.60% | 1922.51%-1888.9pp | 1168.45%-1134.8pp | 372.94%-339.3pp |
| Employer contribution / active EE | $9,150 | $3,032+201.7% | $2,380+284.4% | $4,751+92.6% |
| Participant deferral / active EE | $18,300 | $4,676+291.4% | $3,985+359.2% | $6,710+172.7% |
| Admin fee / account holder | $149 | $8,657-98.3% | $6,852-97.8% | $11,403-98.7% |