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 | $135,952 | $88,751+53.2% | $81,812+66.2% | $145,922-6.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.28% | 1025.40%-1011.1pp | 773.79%-759.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $4,702 | $3,083+52.5% | $2,912+61.4% | $4,660+0.9% |
| Participant deferral / active EE | $9,303 | $4,643+100.4% | $4,319+115.4% | $6,688+39.1% |
| Admin fee / account holder | $51 | $8,415-99.4% | $7,386-99.3% | $13,397-99.6% |