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 4-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 | $227,974 | $177,572+28.4% | $154,803+47.3% | $142,382+60.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.43% | 65.07%-43.6pp | 58.88%-37.5pp | 217.08%-195.6pp |
| Employer contribution / active EE | $10,089 | $4,810+109.7% | $4,305+134.3% | $4,299+134.7% |
| Participant deferral / active EE | $7,125 | $6,272+13.6% | $5,540+28.6% | $6,507+9.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |