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 6-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 | $215,487 | $159,901+34.8% | $146,958+46.6% | $145,922+47.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.64% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $7,227 | $5,286+36.7% | $4,933+46.5% | $4,660+55.1% |
| Participant deferral / active EE | $17,549 | $8,428+108.2% | $8,070+117.5% | $6,688+162.4% |
| Admin fee / account holder | $153 | $15,044-99.0% | $12,998-98.8% | $13,397-98.9% |