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 | $169,581 | $202,318-16.2% | $172,739-1.8% | $152,861+10.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.42% | 1029.65%-1005.2pp | 802.84%-778.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,221 | $5,856-62.1% | $5,143-56.8% | $4,762-53.4% |
| Participant deferral / active EE | $5,398 | $5,948-9.2% | $5,198+3.9% | $5,850-7.7% |
| Admin fee / account holder | $54 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |