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 | $52,231 | $183,963-71.6% | $162,163-67.8% | $152,861-65.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 31.89% | 150.76%-118.9pp | 115.59%-83.7pp | 345.32%-313.4pp |
| Employer contribution / active EE | $15,844 | $6,371+148.7% | $5,614+182.2% | $4,762+232.7% |
| Participant deferral / active EE | $11,083 | $8,034+37.9% | $7,298+51.9% | $5,850+89.4% |
| Admin fee / account holder | $15 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |