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 | $120,156 | $150,440-20.1% | $136,294-11.8% | $147,584-18.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.13% | 1049.08%-1024.0pp | 5155.94%-5130.8pp | 578.55%-553.4pp |
| Employer contribution / active EE | $7,198 | $5,256+36.9% | $4,695+53.3% | $4,876+47.6% |
| Participant deferral / active EE | $6,592 | $6,630-0.6% | $6,247+5.5% | $5,439+21.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |