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 | $224,944 | $162,781+38.2% | $133,956+67.9% | $158,922+41.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 147.66% | 41.94%+105.7pp | 45.09%+102.6pp | 302.83%-155.2pp |
| Employer contribution / active EE | $4,218 | $4,975-15.2% | $3,919+7.6% | $4,761-11.4% |
| Participant deferral / active EE | $5,928 | $5,911+0.3% | $5,048+17.4% | $5,982-0.9% |
| Admin fee / account holder | $50 | $11,736-99.6% | $8,927-99.4% | $11,246-99.6% |