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 | $177,928 | $202,318-12.1% | $172,739+3.0% | $152,861+16.4% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 14.89% | 1029.65%-1014.8pp | 802.84%-788.0pp | 345.32%-330.4pp |
| Employer contribution / active EE | $5,214 | $5,856-11.0% | $5,143+1.4% | $4,762+9.5% |
| Participant deferral / active EE | $5,044 | $5,948-15.2% | $5,198-2.9% | $5,850-13.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |