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 | $163,814 | $180,449-9.2% | $154,107+6.3% | $135,375+21.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.60% | 888.09%-884.5pp | 735.12%-731.5pp | 519.73%-516.1pp |
| Employer contribution / active EE | $3,907 | $6,035-35.3% | $5,298-26.2% | $4,779-18.2% |
| Participant deferral / active EE | $4,200 | $5,806-27.7% | $5,081-17.3% | $5,609-25.1% |
| Admin fee / account holder | $6 | $16,143-100.0% | $13,411-100.0% | $10,827-99.9% |