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 | $184,814 | $175,202+5.5% | $149,673+23.5% | $139,434+32.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.29% | 166.71%-147.4pp | 134.42%-115.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,631 | $5,474-33.7% | $4,818-24.6% | $4,751-23.6% |
| Participant deferral / active EE | $20,717 | $6,519+217.8% | $5,680+264.7% | $6,710+208.7% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |