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 8-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 | $199,712 | $159,901+24.9% | $146,958+35.9% | $145,922+36.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 22.54% | 98.13%-75.6pp | 418.34%-395.8pp | 561.29%-538.7pp |
| Employer contribution / active EE | $11,989 | $5,286+126.8% | $4,933+143.0% | $4,660+157.3% |
| Participant deferral / active EE | $14,274 | $8,428+69.4% | $8,070+76.9% | $6,688+113.4% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |