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 | $163,358 | $150,440+8.6% | $136,294+19.9% | $147,584+10.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 62.28% | 1049.08%-986.8pp | 5155.94%-5093.7pp | 578.55%-516.3pp |
| Employer contribution / active EE | $5,291 | $5,256+0.7% | $4,695+12.7% | $4,876+8.5% |
| Participant deferral / active EE | $13,610 | $6,630+105.3% | $6,247+117.9% | $5,439+150.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |