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 9-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 | $166,183 | $157,256+5.7% | $141,162+17.7% | $152,861+8.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 41.00% | 64.32%-23.3pp | 71.39%-30.4pp | 345.32%-304.3pp |
| Employer contribution / active EE | $14,033 | $5,261+166.7% | $4,735+196.4% | $4,762+194.7% |
| Participant deferral / active EE | $7,373 | $7,109+3.7% | $6,709+9.9% | $5,850+26.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |