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 8-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 | $164,656 | $209,832-21.5% | $189,513-13.1% | $167,490-1.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.27% | 748.27%-736.0pp | 555.15%-542.9pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,702 | $6,914-75.4% | $6,162-72.4% | $4,837-64.8% |
| Participant deferral / active EE | $11,171 | $8,935+25.0% | $8,221+35.9% | $6,341+76.2% |
| Admin fee / account holder | $7 | $14,293-100.0% | $12,045-99.9% | $12,309-99.9% |