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 | $163,260 | $180,449-9.5% | $154,107+5.9% | $135,375+20.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 178.68% | 888.09%-709.4pp | 735.12%-556.4pp | 519.73%-341.1pp |
| Employer contribution / active EE | $2,660 | $6,035-55.9% | $5,298-49.8% | $4,779-44.3% |
| Participant deferral / active EE | $8,833 | $5,806+52.1% | $5,081+73.9% | $5,609+57.5% |
| Admin fee / account holder | $23 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |