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 8-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 | $239,633 | $226,064+6.0% | $182,532+31.3% | $152,861+56.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.59% | 192.51%-174.9pp | 148.54%-131.0pp | 345.32%-327.7pp |
| Employer contribution / active EE | $13,834 | $4,978+177.9% | $4,076+239.4% | $4,762+190.5% |
| Participant deferral / active EE | $5,892 | $6,368-7.5% | $5,524+6.6% | $5,850+0.7% |
| Admin fee / account holder | $43 | $10,703-99.6% | $8,592-99.5% | $11,596-99.6% |