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 7-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 | $221,426 | $185,822+19.2% | $169,993+30.3% | $139,434+58.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.36% | 60.50%-39.1pp | 53.37%-32.0pp | 372.94%-351.6pp |
| Employer contribution / active EE | $7,701 | $7,590+1.5% | $6,785+13.5% | $4,751+62.1% |
| Participant deferral / active EE | $16,509 | $11,622+42.1% | $10,408+58.6% | $6,710+146.0% |
| Admin fee / account holder | $137 | $15,381-99.1% | $12,815-98.9% | $11,403-98.8% |