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 | $240,312 | $171,865+39.8% | $149,718+60.5% | $147,584+62.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.42% | 2113.22%-2097.8pp | 1501.63%-1486.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $23,845 | $6,275+280.0% | $5,445+337.9% | $4,876+389.0% |
| Participant deferral / active EE | $8,242 | $7,271+13.4% | $6,569+25.5% | $5,439+51.6% |
| Admin fee / account holder | $11 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |