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 | $191,083 | $202,318-5.6% | $172,739+10.6% | $152,861+25.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.43% | 1029.65%-1006.2pp | 802.84%-779.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $5,727 | $5,856-2.2% | $5,143+11.4% | $4,762+20.3% |
| Participant deferral / active EE | $5,098 | $5,948-14.3% | $5,198-1.9% | $5,850-12.9% |
| Admin fee / account holder | $50 | $17,109-99.7% | $13,954-99.6% | $11,596-99.6% |