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 | $233,626 | $171,865+35.9% | $149,718+56.0% | $147,584+58.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.31% | 2113.22%-2098.9pp | 1501.63%-1487.3pp | 578.55%-564.2pp |
| Employer contribution / active EE | $13,869 | $6,275+121.0% | $5,445+154.7% | $4,876+184.4% |
| Participant deferral / active EE | $11,686 | $7,271+60.7% | $6,569+77.9% | $5,439+114.9% |
| Admin fee / account holder | $19 | $13,799-99.9% | $11,283-99.8% | $10,885-99.8% |