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 | $241,931 | $124,185+94.8% | $108,410+123.2% | $167,490+44.4% |
| Participation rate | 88.9% | 82.3%+6.6pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 18.14% | 1379.64%-1361.5pp | 905.27%-887.1pp | 478.56%-460.4pp |
| Employer contribution / active EE | $29,094 | $4,187+594.9% | $3,558+717.6% | $4,837+501.4% |
| Participant deferral / active EE | $9,096 | $6,908+31.7% | $6,563+38.6% | $6,341+43.4% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |