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 | $190,781 | $124,319+53.5% | $111,297+71.4% | $167,490+13.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 52.42% | 37.44%+15.0pp | 54.65%-2.2pp | 478.56%-426.1pp |
| Employer contribution / active EE | $2,114 | $3,435-38.5% | $2,731-22.6% | $4,837-56.3% |
| Participant deferral / active EE | $3,974 | $5,180-23.3% | $4,487-11.4% | $6,341-37.3% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |