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 | $226,553 | $175,202+29.3% | $149,673+51.4% | $139,434+62.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 44.87% | 166.71%-121.8pp | 134.42%-89.5pp | 372.94%-328.1pp |
| Employer contribution / active EE | $7,355 | $5,474+34.4% | $4,818+52.7% | $4,751+54.8% |
| Participant deferral / active EE | $4,075 | $6,519-37.5% | $5,680-28.3% | $6,710-39.3% |
| Admin fee / account holder | $78 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |