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 8-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 | $196,379 | $176,056+11.5% | $159,436+23.2% | $167,490+17.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 43.78% | 331.75%-288.0pp | 263.57%-219.8pp | 478.56%-434.8pp |
| Employer contribution / active EE | $3,861 | $5,297-27.1% | $4,829-20.1% | $4,837-20.2% |
| Participant deferral / active EE | $14,060 | $7,750+81.4% | $7,352+91.2% | $6,341+121.7% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |