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 | $206,992 | $226,064-8.4% | $182,532+13.4% | $152,861+35.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 27.62% | 192.51%-164.9pp | 148.54%-120.9pp | 345.32%-317.7pp |
| Employer contribution / active EE | $2,045 | $4,978-58.9% | $4,076-49.8% | $4,762-57.1% |
| Participant deferral / active EE | $12,213 | $6,368+91.8% | $5,524+121.1% | $5,850+108.8% |
| Admin fee / account holder | $20 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |