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 | $200,286 | $183,963+8.9% | $162,163+23.5% | $152,861+31.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.64% | 150.76%-121.1pp | 115.59%-86.0pp | 345.32%-315.7pp |
| Employer contribution / active EE | $20,025 | $6,371+214.3% | $5,614+256.7% | $4,762+320.5% |
| Participant deferral / active EE | $12,734 | $8,034+58.5% | $7,298+74.5% | $5,850+117.7% |
| Admin fee / account holder | $147 | $13,121-98.9% | $10,843-98.6% | $11,596-98.7% |