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 | $212,489 | $183,519+15.8% | $155,509+36.6% | $145,922+45.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.14% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,419 | $5,313-54.5% | $4,672-48.2% | $4,660-48.1% |
| Participant deferral / active EE | $3,810 | $6,462-41.0% | $5,626-32.3% | $6,688-43.0% |
| Admin fee / account holder | $298 | $19,313-98.5% | $15,912-98.1% | $13,397-97.8% |