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 | $224,162 | $183,963+21.9% | $162,163+38.2% | $152,861+46.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.14% | 150.76%-130.6pp | 115.59%-95.5pp | 345.32%-325.2pp |
| Employer contribution / active EE | $4,817 | $6,371-24.4% | $5,614-14.2% | $4,762+1.2% |
| Participant deferral / active EE | $15,352 | $8,034+91.1% | $7,298+110.4% | $5,850+162.4% |
| Admin fee / account holder | $105 | $13,121-99.2% | $10,843-99.0% | $11,596-99.1% |