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 | $187,829 | $160,055+17.4% | $140,016+34.1% | $135,375+38.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 12.44% | 911.38%-898.9pp | 651.12%-638.7pp | 519.73%-507.3pp |
| Employer contribution / active EE | $3,043 | $6,420-52.6% | $5,606-45.7% | $4,779-36.3% |
| Participant deferral / active EE | $8,763 | $7,642+14.7% | $6,927+26.5% | $5,609+56.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |