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 | $122,940 | $109,817+12.0% | $98,442+24.9% | $167,490-26.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 43.81% | 1956.69%-1912.9pp | 1492.73%-1448.9pp | 478.56%-434.8pp |
| Employer contribution / active EE | $9,711 | $3,224+201.2% | $2,960+228.1% | $4,837+100.7% |
| Participant deferral / active EE | $10,113 | $4,673+116.4% | $4,276+136.5% | $6,341+59.5% |
| Admin fee / account holder | $20 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |