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 | $185,333 | $209,832-11.7% | $189,513-2.2% | $167,490+10.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.48% | 748.27%-735.8pp | 555.15%-542.7pp | 478.56%-466.1pp |
| Employer contribution / active EE | $5,287 | $6,914-23.5% | $6,162-14.2% | $4,837+9.3% |
| Participant deferral / active EE | $6,705 | $8,935-25.0% | $8,221-18.4% | $6,341+5.7% |
| Admin fee / account holder | $1 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |