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 3-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 | $104,787 | $88,751+18.1% | $81,812+28.1% | $145,922-28.2% |
| Participation rate | 95.5% | 75.0%+20.4pp | 72.3%+23.1pp | 80.3%+15.2pp |
| Annual return | 56.88% | 1025.40%-968.5pp | 773.79%-716.9pp | 561.29%-504.4pp |
| Employer contribution / active EE | $17,075 | $3,083+453.8% | $2,912+486.3% | $4,660+266.4% |
| Participant deferral / active EE | $16,475 | $4,643+254.8% | $4,319+281.5% | $6,688+146.3% |
| Admin fee / account holder | $8 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |