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 | $166,330 | $171,865-3.2% | $149,718+11.1% | $147,584+12.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.40% | 2113.22%-2092.8pp | 1501.63%-1481.2pp | 578.55%-558.1pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $18,000 | $7,271+147.6% | $6,569+174.0% | $5,439+231.0% |
| Admin fee / account holder | $39 | $13,799-99.7% | $11,283-99.7% | $10,885-99.6% |