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 | $170,115 | $140,588+21.0% | $123,104+38.2% | $125,391+35.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 284.91% | 16.80%+268.1pp | 13.22%+271.7pp | 282.22%+2.7pp |
| Employer contribution / active EE | $11,209 | $6,041+85.5% | $5,151+117.6% | $4,866+130.3% |
| Participant deferral / active EE | $9,928 | $6,980+42.2% | $6,230+59.4% | $5,352+85.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |