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 | $234,988 | $183,963+27.7% | $162,163+44.9% | $152,861+53.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.57% | 150.76%-127.2pp | 115.59%-92.0pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,583 | $6,371-75.2% | $5,614-71.8% | $4,762-66.8% |
| Participant deferral / active EE | $15,481 | $8,034+92.7% | $7,298+112.1% | $5,850+164.6% |
| Admin fee / account holder | $2 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |