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 | $233,630 | $209,411+11.6% | $178,490+30.9% | $158,922+47.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.56% | 188.75%-172.2pp | 151.07%-134.5pp | 302.83%-286.3pp |
| Employer contribution / active EE | $11,600 | $5,706+103.3% | $5,011+131.5% | $4,761+143.6% |
| Participant deferral / active EE | $7,714 | $5,954+29.6% | $5,202+48.3% | $5,982+29.0% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |