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 | $222,351 | $197,591+12.5% | $177,821+25.0% | $158,922+39.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 89.23% | 58.76%+30.5pp | 48.32%+40.9pp | 302.83%-213.6pp |
| Employer contribution / active EE | $16,698 | $6,697+149.3% | $5,918+182.1% | $4,761+250.7% |
| Participant deferral / active EE | $7,919 | $8,405-5.8% | $7,714+2.7% | $5,982+32.4% |
| Admin fee / account holder | $17 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |