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 | $232,236 | $209,832+10.7% | $189,513+22.5% | $167,490+38.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 30.52% | 748.27%-717.8pp | 555.15%-524.6pp | 478.56%-448.0pp |
| Employer contribution / active EE | $3,022 | $6,914-56.3% | $6,162-51.0% | $4,837-37.5% |
| Participant deferral / active EE | $11,236 | $8,935+25.8% | $8,221+36.7% | $6,341+77.2% |
| Admin fee / account holder | $45 | $14,293-99.7% | $12,045-99.6% | $12,309-99.6% |