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 | $151,427 | $217,402-30.3% | $185,823-18.5% | $167,490-9.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 336.42% | 148.36%+188.1pp | 122.05%+214.4pp | 478.56%-142.1pp |
| Employer contribution / active EE | $4,808 | $5,873-18.1% | $5,167-6.9% | $4,837-0.6% |
| Participant deferral / active EE | $7,071 | $6,356+11.3% | $5,568+27.0% | $6,341+11.5% |
| Admin fee / account holder | $244 | $19,811-98.8% | $16,237-98.5% | $12,309-98.0% |