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 | $169,718 | $124,185+36.7% | $108,410+56.6% | $167,490+1.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.06% | 1379.64%-1363.6pp | 905.27%-889.2pp | 478.56%-462.5pp |
| Employer contribution / active EE | $5,174 | $4,187+23.6% | $3,558+45.4% | $4,837+6.9% |
| Participant deferral / active EE | $15,091 | $6,908+118.4% | $6,563+129.9% | $6,341+138.0% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |