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 9-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 | $225,853 | $176,056+28.3% | $159,436+41.7% | $167,490+34.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.42% | 331.75%-321.3pp | 263.57%-253.1pp | 478.56%-468.1pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $9,064 | $7,750+17.0% | $7,352+23.3% | $6,341+42.9% |
| Admin fee / account holder | $150 | $12,554-98.8% | $10,799-98.6% | $12,309-98.8% |