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 8-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 | $101,580 | $150,440-32.5% | $136,294-25.5% | $147,584-31.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.37% | 1049.08%-1033.7pp | 5155.94%-5140.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $5,590 | $5,256+6.4% | $4,695+19.1% | $4,876+14.6% |
| Participant deferral / active EE | $12,958 | $6,630+95.4% | $6,247+107.4% | $5,439+138.3% |
| Admin fee / account holder | $3 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |