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 | $111,893 | $96,635+15.8% | $86,612+29.2% | $139,434-19.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.17% | 106.41%-87.2pp | 591.07%-571.9pp | 372.94%-353.8pp |
| Employer contribution / active EE | $10,251 | $3,263+214.2% | $3,022+239.2% | $4,751+115.8% |
| Participant deferral / active EE | $14,952 | $4,836+209.2% | $4,438+236.9% | $6,710+122.8% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |