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 | $249,724 | $209,411+19.3% | $178,490+39.9% | $158,922+57.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.91% | 188.75%-170.8pp | 151.07%-133.2pp | 302.83%-284.9pp |
| Employer contribution / active EE | $13,220 | $5,706+131.7% | $5,011+163.8% | $4,761+177.7% |
| Participant deferral / active EE | $8,992 | $5,954+51.0% | $5,202+72.9% | $5,982+50.3% |
| Admin fee / account holder | $121 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |