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 | $177,009 | $202,318-12.5% | $172,739+2.5% | $152,861+15.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.78% | 1029.65%-1005.9pp | 802.84%-779.1pp | 345.32%-321.5pp |
| Employer contribution / active EE | $9,902 | $5,856+69.1% | $5,143+92.5% | $4,762+107.9% |
| Participant deferral / active EE | $8,750 | $5,948+47.1% | $5,198+68.3% | $5,850+49.6% |
| Admin fee / account holder | $80 | $17,109-99.5% | $13,954-99.4% | $11,596-99.3% |