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 | $230,564 | $183,963+25.3% | $162,163+42.2% | $152,861+50.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 32.47% | 150.76%-118.3pp | 115.59%-83.1pp | 345.32%-312.8pp |
| Employer contribution / active EE | $7,501 | $6,371+17.7% | $5,614+33.6% | $4,762+57.5% |
| Participant deferral / active EE | $4,745 | $8,034-40.9% | $7,298-35.0% | $5,850-18.9% |
| Admin fee / account holder | $45 | $13,121-99.7% | $10,843-99.6% | $11,596-99.6% |