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 | $200,953 | $176,056+14.1% | $159,436+26.0% | $167,490+20.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 39.86% | 331.75%-291.9pp | 263.57%-223.7pp | 478.56%-438.7pp |
| Employer contribution / active EE | $21,155 | $5,297+299.4% | $4,829+338.0% | $4,837+337.3% |
| Participant deferral / active EE | $9,689 | $7,750+25.0% | $7,352+31.8% | $6,341+52.8% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |