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 | $220,348 | $157,256+40.1% | $141,162+56.1% | $152,861+44.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.85% | 64.32%-43.5pp | 71.39%-50.5pp | 345.32%-324.5pp |
| Employer contribution / active EE | $5,264 | $5,261+0.1% | $4,735+11.2% | $4,762+10.5% |
| Participant deferral / active EE | $7,786 | $7,109+9.5% | $6,709+16.1% | $5,850+33.1% |
| Admin fee / account holder | $210 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |