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 9-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 | $225,898 | $209,832+7.7% | $189,513+19.2% | $167,490+34.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.91% | 748.27%-722.4pp | 555.15%-529.2pp | 478.56%-452.7pp |
| Employer contribution / active EE | $11,933 | $6,914+72.6% | $6,162+93.7% | $4,837+146.7% |
| Participant deferral / active EE | $27,467 | $8,935+207.4% | $8,221+234.1% | $6,341+333.1% |
| Admin fee / account holder | $20 | $14,293-99.9% | $12,045-99.8% | $12,309-99.8% |