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 | $148,593 | $209,832-29.2% | $189,513-21.6% | $167,490-11.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.37% | 748.27%-737.9pp | 555.15%-544.8pp | 478.56%-468.2pp |
| Employer contribution / active EE | $29,323 | $6,914+324.1% | $6,162+375.9% | $4,837+506.2% |
| Participant deferral / active EE | $21,446 | $8,935+140.0% | $8,221+160.9% | $6,341+238.2% |
| Admin fee / account holder | $14 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |