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 | $202,418 | $159,602+26.8% | $150,045+34.9% | $142,382+42.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 112.02% | 70.24%+41.8pp | 62.55%+49.5pp | 217.08%-105.1pp |
| Employer contribution / active EE | $2,295 | $4,961-53.7% | $4,693-51.1% | $4,299-46.6% |
| Participant deferral / active EE | $2,650 | $8,310-68.1% | $7,997-66.9% | $6,507-59.3% |
| Admin fee / account holder | $194 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |