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 | $237,151 | $201,272+17.8% | $184,203+28.7% | $145,922+62.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 39.75% | 29.00%+10.7pp | 28.81%+10.9pp | 561.29%-521.5pp |
| Employer contribution / active EE | $10,511 | $7,022+49.7% | $6,427+63.5% | $4,660+125.6% |
| Participant deferral / active EE | $21,533 | $9,806+119.6% | $9,131+135.8% | $6,688+222.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |