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 | $199,460 | $197,591+0.9% | $177,821+12.2% | $158,922+25.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.16% | 58.76%-47.6pp | 48.32%-37.2pp | 302.83%-291.7pp |
| Employer contribution / active EE | $1,983 | $6,697-70.4% | $5,918-66.5% | $4,761-58.3% |
| Participant deferral / active EE | $6,571 | $8,405-21.8% | $7,714-14.8% | $5,982+9.8% |
| Admin fee / account holder | $6 | $15,399-100.0% | $12,427-100.0% | $11,246-99.9% |