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 | $215,780 | $171,865+25.6% | $149,718+44.1% | $147,584+46.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 27.63% | 2113.22%-2085.6pp | 1501.63%-1474.0pp | 578.55%-550.9pp |
| Employer contribution / active EE | $12,269 | $6,275+95.5% | $5,445+125.3% | $4,876+151.6% |
| Participant deferral / active EE | $5,313 | $7,271-26.9% | $6,569-19.1% | $5,439-2.3% |
| Admin fee / account holder | $109 | $13,799-99.2% | $11,283-99.0% | $10,885-99.0% |