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 | $198,611 | $202,318-1.8% | $172,739+15.0% | $152,861+29.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 31.05% | 1029.65%-998.6pp | 802.84%-771.8pp | 345.32%-314.3pp |
| Employer contribution / active EE | $3,816 | $5,856-34.8% | $5,143-25.8% | $4,762-19.9% |
| Participant deferral / active EE | $7,461 | $5,948+25.4% | $5,198+43.5% | $5,850+27.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |