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 | $177,509 | $150,440+18.0% | $136,294+30.2% | $147,584+20.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.92% | 1049.08%-1026.2pp | 5155.94%-5133.0pp | 578.55%-555.6pp |
| Employer contribution / active EE | $3,737 | $5,256-28.9% | $4,695-20.4% | $4,876-23.4% |
| Participant deferral / active EE | $9,549 | $6,630+44.0% | $6,247+52.9% | $5,439+75.6% |
| Admin fee / account holder | $65 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |