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 | $165,173 | $150,440+9.8% | $136,294+21.2% | $147,584+11.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.42% | 1049.08%-1033.7pp | 5155.94%-5140.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $2,685 | $5,256-48.9% | $4,695-42.8% | $4,876-44.9% |
| Participant deferral / active EE | $6,709 | $6,630+1.2% | $6,247+7.4% | $5,439+23.3% |
| Admin fee / account holder | $30 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |