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 | $94,941 | $90,600+4.8% | $79,464+19.5% | $135,375-29.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 21.25% | 977.43%-956.2pp | 718.14%-696.9pp | 519.73%-498.5pp |
| Employer contribution / active EE | $13,818 | $3,068+350.4% | $2,800+393.4% | $4,779+189.1% |
| Participant deferral / active EE | $9,560 | $4,050+136.0% | $3,704+158.1% | $5,609+70.4% |
| Admin fee / account holder | $274 | $5,907-95.4% | $5,113-94.7% | $10,827-97.5% |