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 9-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 | $183,889 | $209,832-12.4% | $189,513-3.0% | $167,490+9.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.78% | 748.27%-728.5pp | 555.15%-535.4pp | 478.56%-458.8pp |
| Employer contribution / active EE | $12,764 | $6,914+84.6% | $6,162+107.2% | $4,837+163.9% |
| Participant deferral / active EE | $13,821 | $8,935+54.7% | $8,221+68.1% | $6,341+118.0% |
| Admin fee / account holder | $118 | $14,293-99.2% | $12,045-99.0% | $12,309-99.0% |