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 | $208,681 | $175,202+19.1% | $149,673+39.4% | $139,434+49.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.33% | 166.71%-151.4pp | 134.42%-119.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $4,133 | $5,474-24.5% | $4,818-14.2% | $4,751-13.0% |
| Participant deferral / active EE | $7,734 | $6,519+18.6% | $5,680+36.2% | $6,710+15.3% |
| Admin fee / account holder | $92 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |