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 | $200,704 | $183,963+9.1% | $162,163+23.8% | $152,861+31.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.35% | 150.76%-129.4pp | 115.59%-94.2pp | 345.32%-324.0pp |
| Employer contribution / active EE | $16,904 | $6,371+165.3% | $5,614+201.1% | $4,762+255.0% |
| Participant deferral / active EE | $9,587 | $8,034+19.3% | $7,298+31.4% | $5,850+63.9% |
| Admin fee / account holder | $166 | $13,121-98.7% | $10,843-98.5% | $11,596-98.6% |