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 | $84,144 | $70,606+19.2% | $53,898+56.1% | $142,382-40.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.89% | 619.81%-599.9pp | 528.60%-508.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $10,988 | $1,202+814.1% | $932+1078.9% | $4,299+155.6% |
| Participant deferral / active EE | $7,650 | $2,364+223.6% | $1,826+318.9% | $6,507+17.6% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |