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 | $122,210 | $150,440-18.8% | $136,294-10.3% | $147,584-17.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.67% | 1049.08%-1032.4pp | 5155.94%-5139.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $10,251 | $5,256+95.0% | $4,695+118.3% | $4,876+110.2% |
| Participant deferral / active EE | $7,536 | $6,630+13.7% | $6,247+20.6% | $5,439+38.6% |
| Admin fee / account holder | $91 | $10,905-99.2% | $9,243-99.0% | $10,885-99.2% |