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 | $190,383 | $202,318-5.9% | $172,739+10.2% | $152,861+24.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.94% | 1029.65%-1004.7pp | 802.84%-777.9pp | 345.32%-320.4pp |
| Employer contribution / active EE | $4,545 | $5,856-22.4% | $5,143-11.6% | $4,762-4.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $122 | $17,109-99.3% | $13,954-99.1% | $11,596-99.0% |