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 | $134,506 | $171,865-21.7% | $149,718-10.2% | $147,584-8.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.58% | 2113.22%-2100.6pp | 1501.63%-1489.0pp | 578.55%-566.0pp |
| Employer contribution / active EE | $5,836 | $6,275-7.0% | $5,445+7.2% | $4,876+19.7% |
| Participant deferral / active EE | $11,231 | $7,271+54.5% | $6,569+71.0% | $5,439+106.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |