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 | $155,819 | $202,318-23.0% | $172,739-9.8% | $152,861+1.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.26% | 1029.65%-1004.4pp | 802.84%-777.6pp | 345.32%-320.1pp |
| Employer contribution / active EE | $14,120 | $5,856+141.1% | $5,143+174.6% | $4,762+196.5% |
| Participant deferral / active EE | $9,625 | $5,948+61.8% | $5,198+85.2% | $5,850+64.5% |
| Admin fee / account holder | $29 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |