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 6-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 | $211,495 | $197,591+7.0% | $177,821+18.9% | $158,922+33.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 344.63% | 58.76%+285.9pp | 48.32%+296.3pp | 302.83%+41.8pp |
| Employer contribution / active EE | $15,129 | $6,697+125.9% | $5,918+155.6% | $4,761+217.8% |
| Participant deferral / active EE | $15,501 | $8,405+84.4% | $7,714+100.9% | $5,982+159.1% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |