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 | $143,933 | $88,751+62.2% | $81,812+75.9% | $145,922-1.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 34.92% | 1025.40%-990.5pp | 773.79%-738.9pp | 561.29%-526.4pp |
| Employer contribution / active EE | $9,675 | $3,083+213.8% | $2,912+232.2% | $4,660+107.6% |
| Participant deferral / active EE | $16,000 | $4,643+244.6% | $4,319+270.5% | $6,688+139.2% |
| Admin fee / account holder | $24 | $8,415-99.7% | $7,386-99.7% | $13,397-99.8% |