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 | $245,042 | $202,318+21.1% | $172,739+41.9% | $152,861+60.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.69% | 1029.65%-1015.0pp | 802.84%-788.2pp | 345.32%-330.6pp |
| Employer contribution / active EE | $9,491 | $5,856+62.1% | $5,143+84.5% | $4,762+99.3% |
| Participant deferral / active EE | $5,931 | $5,948-0.3% | $5,198+14.1% | $5,850+1.4% |
| Admin fee / account holder | $22 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |