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 6-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 | $87,653 | $96,635-9.3% | $86,612+1.2% | $139,434-37.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.04% | 106.41%-84.4pp | 591.07%-569.0pp | 372.94%-350.9pp |
| Employer contribution / active EE | $9,467 | $3,263+190.1% | $3,022+213.2% | $4,751+99.3% |
| Participant deferral / active EE | $15,542 | $4,836+221.4% | $4,438+250.2% | $6,710+131.6% |
| Admin fee / account holder | $14 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |