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 | $137,686 | $171,865-19.9% | $149,718-8.0% | $147,584-6.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.56% | 2113.22%-2100.7pp | 1501.63%-1489.1pp | 578.55%-566.0pp |
| Employer contribution / active EE | $9,935 | $6,275+58.3% | $5,445+82.5% | $4,876+103.7% |
| Participant deferral / active EE | $5,682 | $7,271-21.9% | $6,569-13.5% | $5,439+4.5% |
| Admin fee / account holder | $238 | $13,799-98.3% | $11,283-97.9% | $10,885-97.8% |