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 | $165,002 | $138,065+19.5% | $123,544+33.6% | $135,375+21.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.22% | 153.68%-143.5pp | 119.20%-109.0pp | 519.73%-509.5pp |
| Employer contribution / active EE | $2,450 | $5,151-52.4% | $4,628-47.1% | $4,779-48.7% |
| Participant deferral / active EE | $6,050 | $6,799-11.0% | $6,426-5.8% | $5,609+7.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |