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 | $173,183 | $104,486+65.7% | $76,817+125.4% | $152,861+13.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 26.80% | 1013.37%-986.6pp | 1166.11%-1139.3pp | 345.32%-318.5pp |
| Employer contribution / active EE | $3,900 | $3,116+25.2% | $2,302+69.4% | $4,762-18.1% |
| Participant deferral / active EE | $25,000 | $4,236+490.2% | $3,336+649.5% | $5,850+327.3% |
| Admin fee / account holder | $20 | $12,275-99.8% | $6,420-99.7% | $11,596-99.8% |