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 | $164,880 | $180,449-8.6% | $154,107+7.0% | $135,375+21.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.61% | 888.09%-886.5pp | 735.12%-733.5pp | 519.73%-518.1pp |
| Employer contribution / active EE | $7,794 | $6,035+29.1% | $5,298+47.1% | $4,779+63.1% |
| Participant deferral / active EE | $6,704 | $5,806+15.5% | $5,081+31.9% | $5,609+19.5% |
| Admin fee / account holder | $5 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |