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 | $149,327 | $198,466-24.8% | $170,442-12.4% | $147,584+1.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.95% | 257.29%-246.3pp | 205.93%-195.0pp | 578.55%-567.6pp |
| Employer contribution / active EE | $10,000 | $6,184+61.7% | $5,433+84.1% | $4,876+105.1% |
| Participant deferral / active EE | $4,714 | $5,629-16.3% | $4,939-4.6% | $5,439-13.3% |
| Admin fee / account holder | $164 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |