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 | $178,750 | $88,751+101.4% | $81,812+118.5% | $145,922+22.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.10% | 1025.40%-1009.3pp | 773.79%-757.7pp | 561.29%-545.2pp |
| Employer contribution / active EE | $12,141 | $3,083+293.8% | $2,912+316.9% | $4,660+160.6% |
| Participant deferral / active EE | $3,826 | $4,643-17.6% | $4,319-11.4% | $6,688-42.8% |
| Admin fee / account holder | $87 | $8,415-99.0% | $7,386-98.8% | $13,397-99.4% |