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 9-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 | $106,286 | $92,222+15.3% | $76,768+38.5% | $135,375-21.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 293.24% | 5.46%+287.8pp | 2.43%+290.8pp | 519.73%-226.5pp |
| Employer contribution / active EE | $4,138 | $3,216+28.7% | $2,485+66.5% | $4,779-13.4% |
| Participant deferral / active EE | $18,000 | $4,509+299.2% | $3,852+367.3% | $5,609+220.9% |
| Admin fee / account holder | $214 | $10,748-98.0% | $6,675-96.8% | $10,827-98.0% |