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 | $242,629 | $226,064+7.3% | $182,532+32.9% | $152,861+58.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 22.87% | 192.51%-169.6pp | 148.54%-125.7pp | 345.32%-322.4pp |
| Employer contribution / active EE | $22,500 | $4,978+351.9% | $4,076+452.0% | $4,762+372.5% |
| Participant deferral / active EE | $19,000 | $6,368+198.4% | $5,524+243.9% | $5,850+224.8% |
| Admin fee / account holder | $20 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |