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 | $97,811 | $111,724-12.5% | $93,606+4.5% | $145,922-33.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.84% | 202.98%-190.1pp | 133.20%-120.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $14,368 | $3,090+365.0% | $2,420+493.8% | $4,660+208.4% |
| Participant deferral / active EE | $5,083 | $4,912+3.5% | $4,411+15.2% | $6,688-24.0% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |