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 | $132,990 | $153,772-13.5% | $133,980-0.7% | $273,961-51.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 299.21% | 36.51%+262.7pp | 29.30%+269.9pp | 41.45%+257.8pp |
| Employer contribution / active EE | $8,333 | $6,029+38.2% | $5,211+59.9% | $4,869+71.2% |
| Participant deferral / active EE | $18,600 | $6,958+167.3% | $6,282+196.1% | $5,287+251.8% |
| Admin fee / account holder | $100 | $11,765-99.1% | $9,324-98.9% | $10,132-99.0% |