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 | $247,033 | $159,901+54.5% | $146,958+68.1% | $145,922+69.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.88% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $9,820 | $5,286+85.8% | $4,933+99.1% | $4,660+110.7% |
| Participant deferral / active EE | $15,822 | $8,428+87.7% | $8,070+96.1% | $6,688+136.6% |
| Admin fee / account holder | $114 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |