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 | $239,797 | $183,963+30.4% | $162,163+47.9% | $152,861+56.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.81% | 150.76%-127.0pp | 115.59%-91.8pp | 345.32%-321.5pp |
| Employer contribution / active EE | $6,628 | $6,371+4.0% | $5,614+18.1% | $4,762+39.2% |
| Participant deferral / active EE | $10,700 | $8,034+33.2% | $7,298+46.6% | $5,850+82.9% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |