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 | $154,713 | $150,440+2.8% | $136,294+13.5% | $147,584+4.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.19% | 1049.08%-1035.9pp | 5155.94%-5142.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $7,500 | $5,256+42.7% | $4,695+59.7% | $4,876+53.8% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $239 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |