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 | $95,176 | $150,440-36.7% | $136,294-30.2% | $147,584-35.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.56% | 1049.08%-1027.5pp | 5155.94%-5134.4pp | 578.55%-557.0pp |
| Employer contribution / active EE | $4,412 | $5,256-16.1% | $4,695-6.0% | $4,876-9.5% |
| Participant deferral / active EE | $9,990 | $6,630+50.7% | $6,247+59.9% | $5,439+83.7% |
| Admin fee / account holder | $125 | $10,905-98.9% | $9,243-98.6% | $10,885-98.9% |