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 | $248,295 | $183,963+35.0% | $162,163+53.1% | $152,861+62.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.89% | 150.76%-130.9pp | 115.59%-95.7pp | 345.32%-325.4pp |
| Employer contribution / active EE | $6,518 | $6,371+2.3% | $5,614+16.1% | $4,762+36.9% |
| Participant deferral / active EE | $13,626 | $8,034+69.6% | $7,298+86.7% | $5,850+132.9% |
| Admin fee / account holder | $220 | $13,121-98.3% | $10,843-98.0% | $11,596-98.1% |