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 | $175,277 | $157,256+11.5% | $141,162+24.2% | $152,861+14.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.92% | 64.32%-44.4pp | 71.39%-51.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $8,175 | $5,261+55.4% | $4,735+72.7% | $4,762+71.7% |
| Participant deferral / active EE | $7,078 | $7,109-0.4% | $6,709+5.5% | $5,850+21.0% |
| Admin fee / account holder | $10 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |