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 | $237,028 | $202,318+17.2% | $172,739+37.2% | $152,861+55.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.02% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $3,890 | $5,856-33.6% | $5,143-24.4% | $4,762-18.3% |
| Participant deferral / active EE | $6,411 | $5,948+7.8% | $5,198+23.3% | $5,850+9.6% |
| Admin fee / account holder | $31 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |