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 | $220,698 | $160,055+37.9% | $140,016+57.6% | $135,375+63.0% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.5%+4.8pp | 82.6%+9.7pp |
| Annual return | 12.62% | 911.38%-898.8pp | 651.12%-638.5pp | 519.73%-507.1pp |
| Employer contribution / active EE | $9,220 | $6,420+43.6% | $5,606+64.5% | $4,779+92.9% |
| Participant deferral / active EE | $18,440 | $7,642+141.3% | $6,927+166.2% | $5,609+228.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |