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 | $220,342 | $197,591+11.5% | $177,821+23.9% | $158,922+38.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 31.22% | 58.76%-27.5pp | 48.32%-17.1pp | 302.83%-271.6pp |
| Employer contribution / active EE | $3,365 | $6,697-49.8% | $5,918-43.1% | $4,761-29.3% |
| Participant deferral / active EE | $15,318 | $8,405+82.2% | $7,714+98.6% | $5,982+156.1% |
| Admin fee / account holder | $118 | $15,399-99.2% | $12,427-99.0% | $11,246-98.9% |