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 | $158,626 | $171,865-7.7% | $149,718+6.0% | $147,584+7.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.28% | 2113.22%-2100.9pp | 1501.63%-1489.3pp | 578.55%-566.3pp |
| Employer contribution / active EE | $4,473 | $6,275-28.7% | $5,445-17.9% | $4,876-8.3% |
| Participant deferral / active EE | $10,438 | $7,271+43.6% | $6,569+58.9% | $5,439+91.9% |
| Admin fee / account holder | $23 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |