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 | $142,932 | $169,032-15.4% | $129,207+10.6% | $145,922-2.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 25.14% | 14330.11%-14305.0pp | 9417.33%-9392.2pp | 561.29%-536.1pp |
| Employer contribution / active EE | $4,821 | $5,537-12.9% | $4,153+16.1% | $4,660+3.5% |
| Participant deferral / active EE | $21,362 | $4,987+328.3% | $4,168+412.6% | $6,688+219.4% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |