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 | $239,137 | $202,318+18.2% | $172,739+38.4% | $152,861+56.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.83% | 1029.65%-1006.8pp | 802.84%-780.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $5,420 | $5,856-7.4% | $5,143+5.4% | $4,762+13.8% |
| Participant deferral / active EE | $4,490 | $5,948-24.5% | $5,198-13.6% | $5,850-23.2% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |