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 | $113,790 | $96,635+17.8% | $86,612+31.4% | $139,434-18.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 31.09% | 106.41%-75.3pp | 591.07%-560.0pp | 372.94%-341.8pp |
| Employer contribution / active EE | $1,530 | $3,263-53.1% | $3,022-49.4% | $4,751-67.8% |
| Participant deferral / active EE | $11,363 | $4,836+135.0% | $4,438+156.0% | $6,710+69.3% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |