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 | $130,215 | $197,825-34.2% | $155,790-16.4% | $125,391+3.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 76.1%+3.9pp | 83.2%-3.2pp |
| Annual return | 144.67% | 86.74%+57.9pp | 71.54%+73.1pp | 282.22%-137.6pp |
| Employer contribution / active EE | $2,160 | $4,847-55.4% | $3,836-43.7% | $4,866-55.6% |
| Participant deferral / active EE | $4,000 | $5,630-29.0% | $4,797-16.6% | $5,352-25.3% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |