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 9-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 | $167,527 | $150,440+11.4% | $136,294+22.9% | $147,584+13.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 28.56% | 1049.08%-1020.5pp | 5155.94%-5127.4pp | 578.55%-550.0pp |
| Employer contribution / active EE | $22,291 | $5,256+324.1% | $4,695+374.7% | $4,876+357.1% |
| Participant deferral / active EE | $10,500 | $6,630+58.4% | $6,247+68.1% | $5,439+93.1% |
| Admin fee / account holder | $19 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |