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 | $177,030 | $168,632+5.0% | $147,614+19.9% | $125,391+41.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.69% | 77.65%-81.3pp | 61.98%-65.7pp | 282.22%-285.9pp |
| Employer contribution / active EE | $7,597 | $6,252+21.5% | $5,564+36.5% | $4,866+56.1% |
| Participant deferral / active EE | $3,693 | $5,507-32.9% | $4,895-24.6% | $5,352-31.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |