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 | $215,690 | $201,272+7.2% | $184,203+17.1% | $145,922+47.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.44% | 29.00%-16.6pp | 28.81%-16.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,063 | $7,022-56.4% | $6,427-52.3% | $4,660-34.3% |
| Participant deferral / active EE | $6,821 | $9,806-30.4% | $9,131-25.3% | $6,688+2.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |