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 | $94,850 | $150,440-37.0% | $136,294-30.4% | $147,584-35.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.85% | 1049.08%-1024.2pp | 5155.94%-5131.1pp | 578.55%-553.7pp |
| Employer contribution / active EE | $3,632 | $5,256-30.9% | $4,695-22.6% | $4,876-25.5% |
| Participant deferral / active EE | $6,149 | $6,630-7.3% | $6,247-1.6% | $5,439+13.1% |
| Admin fee / account holder | $3 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |