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 | $175,153 | $150,440+16.4% | $136,294+28.5% | $147,584+18.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.30% | 1049.08%-1035.8pp | 5155.94%-5142.6pp | 578.55%-565.3pp |
| Employer contribution / active EE | $3,063 | $5,256-41.7% | $4,695-34.8% | $4,876-37.2% |
| Participant deferral / active EE | $11,697 | $6,630+76.4% | $6,247+87.2% | $5,439+115.1% |
| Admin fee / account holder | $179 | $10,905-98.4% | $9,243-98.1% | $10,885-98.4% |