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 | $160,887 | $150,440+6.9% | $136,294+18.0% | $147,584+9.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.08% | 1049.08%-1030.0pp | 5155.94%-5136.9pp | 578.55%-559.5pp |
| Employer contribution / active EE | $8,341 | $5,256+58.7% | $4,695+77.6% | $4,876+71.1% |
| Participant deferral / active EE | $3,200 | $6,630-51.7% | $6,247-48.8% | $5,439-41.2% |
| Admin fee / account holder | $5 | $10,905-100.0% | $9,243-99.9% | $10,885-100.0% |