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 | $185,228 | $202,318-8.4% | $172,739+7.2% | $152,861+21.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.76% | 1029.65%-1012.9pp | 802.84%-786.1pp | 345.32%-328.6pp |
| Employer contribution / active EE | $7,033 | $5,856+20.1% | $5,143+36.7% | $4,762+47.7% |
| Participant deferral / active EE | $3,032 | $5,948-49.0% | $5,198-41.7% | $5,850-48.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |