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 | $131,845 | $150,440-12.4% | $136,294-3.3% | $147,584-10.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.01% | 1049.08%-1024.1pp | 5155.94%-5130.9pp | 578.55%-553.5pp |
| Employer contribution / active EE | $1,144 | $5,256-78.2% | $4,695-75.6% | $4,876-76.5% |
| Participant deferral / active EE | $11,858 | $6,630+78.8% | $6,247+89.8% | $5,439+118.0% |
| Admin fee / account holder | $269 | $10,905-97.5% | $9,243-97.1% | $10,885-97.5% |