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 | $192,124 | $183,963+4.4% | $162,163+18.5% | $152,861+25.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.36% | 150.76%-128.4pp | 115.59%-93.2pp | 345.32%-323.0pp |
| Employer contribution / active EE | $3,082 | $6,371-51.6% | $5,614-45.1% | $4,762-35.3% |
| Participant deferral / active EE | $6,484 | $8,034-19.3% | $7,298-11.2% | $5,850+10.8% |
| Admin fee / account holder | $34 | $13,121-99.7% | $10,843-99.7% | $11,596-99.7% |