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 | $143,437 | $109,817+30.6% | $98,442+45.7% | $167,490-14.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.93% | 1956.69%-1940.8pp | 1492.73%-1476.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $3,625 | $3,224+12.4% | $2,960+22.5% | $4,837-25.1% |
| Participant deferral / active EE | $4,884 | $4,673+4.5% | $4,276+14.2% | $6,341-23.0% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |