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 | $86,494 | $183,963-53.0% | $162,163-46.7% | $152,861-43.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.29% | 150.76%-137.5pp | 115.59%-102.3pp | 345.32%-332.0pp |
| Employer contribution / active EE | $7,189 | $6,371+12.8% | $5,614+28.1% | $4,762+51.0% |
| Participant deferral / active EE | $12,347 | $8,034+53.7% | $7,298+69.2% | $5,850+111.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |