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 | $42,755 | $171,865-75.1% | $149,718-71.4% | $147,584-71.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.97% | 2113.22%-2099.2pp | 1501.63%-1487.7pp | 578.55%-564.6pp |
| Employer contribution / active EE | $9,346 | $6,275+48.9% | $5,445+71.7% | $4,876+91.7% |
| Participant deferral / active EE | $15,157 | $7,271+108.5% | $6,569+130.7% | $5,439+178.7% |
| Admin fee / account holder | $263 | $13,799-98.1% | $11,283-97.7% | $10,885-97.6% |