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 | $78,834 | $105,998-25.6% | $92,233-14.5% | $147,584-46.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.55% | 50.05%-34.5pp | 176.28%-160.7pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,166 | $4,333-50.0% | $3,679-41.1% | $4,876-55.6% |
| Participant deferral / active EE | $4,235 | $4,478-5.4% | $3,897+8.7% | $5,439-22.1% |
| Admin fee / account holder | $265 | $6,332-95.8% | $5,194-94.9% | $10,885-97.6% |