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 4-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 | $233,267 | $159,901+45.9% | $146,958+58.7% | $145,922+59.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.19% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $14,881 | $5,286+181.5% | $4,933+201.7% | $4,660+219.4% |
| Participant deferral / active EE | $11,605 | $8,428+37.7% | $8,070+43.8% | $6,688+73.5% |
| Admin fee / account holder | $1 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |