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 | $245,963 | $209,832+17.2% | $189,513+29.8% | $167,490+46.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.93% | 748.27%-738.3pp | 555.15%-545.2pp | 478.56%-468.6pp |
| Employer contribution / active EE | $5,954 | $6,914-13.9% | $6,162-3.4% | $4,837+23.1% |
| Participant deferral / active EE | $17,290 | $8,935+93.5% | $8,221+110.3% | $6,341+172.7% |
| Admin fee / account holder | $30 | $14,293-99.8% | $12,045-99.8% | $12,309-99.8% |