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 | $206,200 | $150,440+37.1% | $136,294+51.3% | $147,584+39.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.67% | 1049.08%-1025.4pp | 5155.94%-5132.3pp | 578.55%-554.9pp |
| Employer contribution / active EE | $2,924 | $5,256-44.4% | $4,695-37.7% | $4,876-40.0% |
| Participant deferral / active EE | $4,714 | $6,630-28.9% | $6,247-24.5% | $5,439-13.3% |
| Admin fee / account holder | $55 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |