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 | $190,658 | $138,065+38.1% | $123,544+54.3% | $135,375+40.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 333.84% | 153.68%+180.2pp | 119.20%+214.6pp | 519.73%-185.9pp |
| Employer contribution / active EE | $14,304 | $5,151+177.7% | $4,628+209.1% | $4,779+199.3% |
| Participant deferral / active EE | $2,253 | $6,799-66.9% | $6,426-64.9% | $5,609-59.8% |
| Admin fee / account holder | $45 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |