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 | $212,967 | $198,466+7.3% | $170,442+25.0% | $147,584+44.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.65% | 257.29%-234.6pp | 205.93%-183.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $12,914 | $6,184+108.8% | $5,433+137.7% | $4,876+164.8% |
| Participant deferral / active EE | $6,963 | $5,629+23.7% | $4,939+41.0% | $5,439+28.0% |
| Admin fee / account holder | $106 | $16,852-99.4% | $13,880-99.2% | $10,885-99.0% |