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 | $54,336 | $150,440-63.9% | $136,294-60.1% | $147,584-63.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 33.07% | 1049.08%-1016.0pp | 5155.94%-5122.9pp | 578.55%-545.5pp |
| Employer contribution / active EE | $23,563 | $5,256+348.3% | $4,695+401.8% | $4,876+383.2% |
| Participant deferral / active EE | $13,175 | $6,630+98.7% | $6,247+110.9% | $5,439+142.2% |
| Admin fee / account holder | $246 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |