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 | $222,878 | $171,865+29.7% | $149,718+48.9% | $147,584+51.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 38.43% | 2113.22%-2074.8pp | 1501.63%-1463.2pp | 578.55%-540.1pp |
| Employer contribution / active EE | $3,878 | $6,275-38.2% | $5,445-28.8% | $4,876-20.5% |
| Participant deferral / active EE | $7,484 | $7,271+2.9% | $6,569+13.9% | $5,439+37.6% |
| Admin fee / account holder | $1 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |