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 | $166,810 | $160,055+4.2% | $140,016+19.1% | $135,375+23.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 2.68% | 911.38%-908.7pp | 651.12%-648.4pp | 519.73%-517.1pp |
| Employer contribution / active EE | $3,450 | $6,420-46.3% | $5,606-38.5% | $4,779-27.8% |
| Participant deferral / active EE | $12,000 | $7,642+57.0% | $6,927+73.2% | $5,609+114.0% |
| Admin fee / account holder | $10 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |