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 | $247,371 | $183,963+34.5% | $162,163+52.5% | $152,861+61.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 43.38% | 150.76%-107.4pp | 115.59%-72.2pp | 345.32%-301.9pp |
| Employer contribution / active EE | $9,630 | $6,371+51.2% | $5,614+71.5% | $4,762+102.2% |
| Participant deferral / active EE | $8,941 | $8,034+11.3% | $7,298+22.5% | $5,850+52.8% |
| Admin fee / account holder | $3 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |