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 | $224,591 | $209,411+7.2% | $178,490+25.8% | $158,922+41.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.71% | 188.75%-164.0pp | 151.07%-126.4pp | 302.83%-278.1pp |
| Employer contribution / active EE | $3,010 | $5,706-47.3% | $5,011-39.9% | $4,761-36.8% |
| Participant deferral / active EE | $7,420 | $5,954+24.6% | $5,202+42.6% | $5,982+24.0% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |