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 | $87,598 | $150,440-41.8% | $136,294-35.7% | $147,584-40.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.13% | 1049.08%-1027.9pp | 5155.94%-5134.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $19,464 | $5,256+270.3% | $4,695+314.5% | $4,876+299.2% |
| Participant deferral / active EE | $9,788 | $6,630+47.6% | $6,247+56.7% | $5,439+80.0% |
| Admin fee / account holder | $75 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |