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 | $164,295 | $165,335-0.6% | $149,696+9.8% | $158,922+3.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 32.83% | 348.15%-315.3pp | 276.60%-243.8pp | 302.83%-270.0pp |
| Employer contribution / active EE | $7,162 | $5,103+40.4% | $4,644+54.2% | $4,761+50.4% |
| Participant deferral / active EE | $6,366 | $7,181-11.4% | $6,842-7.0% | $5,982+6.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |