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 | $128,908 | $202,318-36.3% | $172,739-25.4% | $152,861-15.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 28.67% | 1029.65%-1001.0pp | 802.84%-774.2pp | 345.32%-316.6pp |
| Employer contribution / active EE | $15,813 | $5,856+170.0% | $5,143+207.5% | $4,762+232.1% |
| Participant deferral / active EE | $5,259 | $5,948-11.6% | $5,198+1.2% | $5,850-10.1% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |