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 | $247,513 | $209,832+18.0% | $189,513+30.6% | $167,490+47.8% |
| Participation rate | 70.0% | 88.7%-18.7pp | 87.8%-17.8pp | 82.1%-12.1pp |
| Annual return | 17.64% | 748.27%-730.6pp | 555.15%-537.5pp | 478.56%-460.9pp |
| Employer contribution / active EE | $10,362 | $6,914+49.9% | $6,162+68.2% | $4,837+114.2% |
| Participant deferral / active EE | $14,081 | $8,935+57.6% | $8,221+71.3% | $6,341+122.1% |
| Admin fee / account holder | $111 | $14,293-99.2% | $12,045-99.1% | $12,309-99.1% |