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 | $237,537 | $198,466+19.7% | $170,442+39.4% | $147,584+61.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.94% | 257.29%-245.4pp | 205.93%-194.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $4,747 | $6,184-23.2% | $5,433-12.6% | $4,876-2.6% |
| Participant deferral / active EE | $6,230 | $5,629+10.7% | $4,939+26.1% | $5,439+14.6% |
| Admin fee / account holder | $31 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |