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 | $198,522 | $209,411-5.2% | $178,490+11.2% | $158,922+24.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 34.80% | 188.75%-154.0pp | 151.07%-116.3pp | 302.83%-268.0pp |
| Employer contribution / active EE | $2,408 | $5,706-57.8% | $5,011-52.0% | $4,761-49.4% |
| Participant deferral / active EE | $10,056 | $5,954+68.9% | $5,202+93.3% | $5,982+68.1% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |