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 | $172,798 | $171,865+0.5% | $149,718+15.4% | $147,584+17.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.81% | 2113.22%-2092.4pp | 1501.63%-1480.8pp | 578.55%-557.7pp |
| Employer contribution / active EE | $10,750 | $6,275+71.3% | $5,445+97.4% | $4,876+120.5% |
| Participant deferral / active EE | $10,000 | $7,271+37.5% | $6,569+52.2% | $5,439+83.9% |
| Admin fee / account holder | $130 | $13,799-99.1% | $11,283-98.8% | $10,885-98.8% |