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 5-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 | $103,522 | $88,751+16.6% | $81,812+26.5% | $145,922-29.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 29.34% | 1025.40%-996.1pp | 773.79%-744.4pp | 561.29%-531.9pp |
| Employer contribution / active EE | $1,891 | $3,083-38.7% | $2,912-35.1% | $4,660-59.4% |
| Participant deferral / active EE | $22,982 | $4,643+395.0% | $4,319+432.2% | $6,688+243.6% |
| Admin fee / account holder | $130 | $8,415-98.5% | $7,386-98.2% | $13,397-99.0% |