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 | $194,597 | $150,440+29.4% | $136,294+42.8% | $147,584+31.9% |
| Participation rate | 95.5% | 84.4%+11.0pp | 81.9%+13.5pp | 82.8%+12.6pp |
| Annual return | 18.82% | 1049.08%-1030.3pp | 5155.94%-5137.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $13,140 | $5,256+150.0% | $4,695+179.8% | $4,876+169.5% |
| Participant deferral / active EE | $15,000 | $6,630+126.2% | $6,247+140.1% | $5,439+175.8% |
| Admin fee / account holder | $48 | $10,905-99.6% | $9,243-99.5% | $10,885-99.6% |