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 | $150,523 | $150,440+0.1% | $136,294+10.4% | $147,584+2.0% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 20731.89% | 1049.08%+19682.8pp | 5155.94%+15575.9pp | 578.55%+20153.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,321 | $6,630-19.8% | $6,247-14.8% | $5,439-2.2% |
| Admin fee / account holder | $180 | $10,905-98.3% | $9,243-98.1% | $10,885-98.3% |