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 | $35,106 | $150,440-76.7% | $136,294-74.2% | $147,584-76.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.64% | 1049.08%-1029.4pp | 5155.94%-5136.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $13,917 | $5,256+164.8% | $4,695+196.4% | $4,876+185.4% |
| Participant deferral / active EE | $9,372 | $6,630+41.3% | $6,247+50.0% | $5,439+72.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |