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 | $158,233 | $180,449-12.3% | $154,107+2.7% | $135,375+16.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 8.24% | 888.09%-879.9pp | 735.12%-726.9pp | 519.73%-511.5pp |
| Employer contribution / active EE | $8,151 | $6,035+35.1% | $5,298+53.9% | $4,779+70.6% |
| Participant deferral / active EE | $12,438 | $5,806+114.2% | $5,081+144.8% | $5,609+121.8% |
| Admin fee / account holder | $22 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |