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 | $172,879 | $171,865+0.6% | $149,718+15.5% | $147,584+17.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.89% | 2113.22%-2103.3pp | 1501.63%-1491.7pp | 578.55%-568.7pp |
| Employer contribution / active EE | $9,620 | $6,275+53.3% | $5,445+76.7% | $4,876+97.3% |
| Participant deferral / active EE | $6,712 | $7,271-7.7% | $6,569+2.2% | $5,439+23.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |