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 | $56,448 | $150,440-62.5% | $136,294-58.6% | $147,584-61.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.76% | 1049.08%-1031.3pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $13,774 | $5,256+162.1% | $4,695+193.3% | $4,876+182.5% |
| Participant deferral / active EE | $7,200 | $6,630+8.6% | $6,247+15.3% | $5,439+32.4% |
| Admin fee / account holder | $2 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |