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 | $246,175 | $183,963+33.8% | $162,163+51.8% | $152,861+61.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.20% | 150.76%-127.6pp | 115.59%-92.4pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,923 | $6,371-69.8% | $5,614-65.7% | $4,762-59.6% |
| Participant deferral / active EE | $16,346 | $8,034+103.5% | $7,298+124.0% | $5,850+179.4% |
| Admin fee / account holder | $8 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |