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 | $161,039 | $100,852+59.7% | $90,404+78.1% | $158,922+1.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.57% | 1724.20%-1710.6pp | 1293.02%-1279.4pp | 302.83%-289.3pp |
| Employer contribution / active EE | $13,449 | $3,689+264.6% | $3,262+312.3% | $4,761+182.5% |
| Participant deferral / active EE | $5,928 | $4,348+36.3% | $3,963+49.6% | $5,982-0.9% |
| Admin fee / account holder | $87 | $6,501-98.7% | $5,611-98.5% | $11,246-99.2% |