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 | $166,630 | $209,832-20.6% | $189,513-12.1% | $167,490-0.5% |
| Participation rate | 78.6% | 88.7%-10.1pp | 87.8%-9.2pp | 82.1%-3.5pp |
| Annual return | 19.86% | 748.27%-728.4pp | 555.15%-535.3pp | 478.56%-458.7pp |
| Employer contribution / active EE | $2,776 | $6,914-59.9% | $6,162-54.9% | $4,837-42.6% |
| Participant deferral / active EE | $7,101 | $8,935-20.5% | $8,221-13.6% | $6,341+12.0% |
| Admin fee / account holder | $3 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |