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 | $212,915 | $160,055+33.0% | $140,016+52.1% | $135,375+57.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.28% | 911.38%-910.1pp | 651.12%-649.8pp | 519.73%-518.5pp |
| Employer contribution / active EE | $9,459 | $6,420+47.3% | $5,606+68.7% | $4,779+97.9% |
| Participant deferral / active EE | $8,964 | $7,642+17.3% | $6,927+29.4% | $5,609+59.8% |
| Admin fee / account holder | $84 | $13,328-99.4% | $10,705-99.2% | $10,827-99.2% |