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 | $230,572 | $197,591+16.7% | $177,821+29.7% | $158,922+45.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.95% | 58.76%-50.8pp | 48.32%-40.4pp | 302.83%-294.9pp |
| Employer contribution / active EE | $13,733 | $6,697+105.1% | $5,918+132.0% | $4,761+188.4% |
| Participant deferral / active EE | $12,667 | $8,405+50.7% | $7,714+64.2% | $5,982+111.7% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |