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 | $140,344 | $150,440-6.7% | $136,294+3.0% | $147,584-4.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.79% | 1049.08%-1032.3pp | 5155.94%-5139.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,962 | $5,256-62.7% | $4,695-58.2% | $4,876-59.8% |
| Participant deferral / active EE | $4,795 | $6,630-27.7% | $6,247-23.2% | $5,439-11.8% |
| Admin fee / account holder | $279 | $10,905-97.4% | $9,243-97.0% | $10,885-97.4% |