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 | $148,004 | $106,890+38.5% | $84,015+76.2% | $152,861-3.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 57.11% | 104.99%-47.9pp | 71.31%-14.2pp | 345.32%-288.2pp |
| Employer contribution / active EE | $6,750 | $2,734+146.8% | $1,983+240.3% | $4,762+41.7% |
| Participant deferral / active EE | $14,435 | $4,011+259.9% | $3,239+345.7% | $5,850+146.7% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |