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 | $242,531 | $209,411+15.8% | $178,490+35.9% | $158,922+52.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.40% | 188.75%-164.3pp | 151.07%-126.7pp | 302.83%-278.4pp |
| Employer contribution / active EE | $11,804 | $5,706+106.9% | $5,011+135.6% | $4,761+147.9% |
| Participant deferral / active EE | $11,865 | $5,954+99.3% | $5,202+128.1% | $5,982+98.3% |
| Admin fee / account holder | $204 | $17,074-98.8% | $13,984-98.5% | $11,246-98.2% |