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 | $229,871 | $183,963+25.0% | $162,163+41.8% | $152,861+50.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.01% | 150.76%-132.8pp | 115.59%-97.6pp | 345.32%-327.3pp |
| Employer contribution / active EE | $8,287 | $6,371+30.1% | $5,614+47.6% | $4,762+74.0% |
| Participant deferral / active EE | $13,043 | $8,034+62.3% | $7,298+78.7% | $5,850+122.9% |
| Admin fee / account holder | $89 | $13,121-99.3% | $10,843-99.2% | $11,596-99.2% |