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 | $177,753 | $100,852+76.3% | $90,404+96.6% | $158,922+11.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.47% | 1724.20%-1710.7pp | 1293.02%-1279.5pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,818 | $3,689-50.7% | $3,262-44.3% | $4,761-61.8% |
| Participant deferral / active EE | $6,314 | $4,348+45.2% | $3,963+59.3% | $5,982+5.5% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |