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 8-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 | $217,544 | $209,832+3.7% | $189,513+14.8% | $167,490+29.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 30.17% | 748.27%-718.1pp | 555.15%-525.0pp | 478.56%-448.4pp |
| Employer contribution / active EE | $3,137 | $6,914-54.6% | $6,162-49.1% | $4,837-35.2% |
| Participant deferral / active EE | $12,486 | $8,935+39.7% | $8,221+51.9% | $6,341+96.9% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |