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 | $195,246 | $198,466-1.6% | $170,442+14.6% | $147,584+32.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.16% | 257.29%-239.1pp | 205.93%-187.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $4,523 | $6,184-26.9% | $5,433-16.7% | $4,876-7.2% |
| Participant deferral / active EE | $9,702 | $5,629+72.3% | $4,939+96.4% | $5,439+78.4% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |