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 | $218,660 | $209,832+4.2% | $189,513+15.4% | $167,490+30.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.97% | 748.27%-728.3pp | 555.15%-535.2pp | 478.56%-458.6pp |
| Employer contribution / active EE | $25,186 | $6,914+264.3% | $6,162+308.8% | $4,837+420.6% |
| Participant deferral / active EE | $18,384 | $8,935+105.8% | $8,221+123.6% | $6,341+189.9% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |