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 6-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 | $209,684 | $159,602+31.4% | $150,045+39.7% | $142,382+47.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.82% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $6,561 | $4,961+32.3% | $4,693+39.8% | $4,299+52.6% |
| Participant deferral / active EE | $11,137 | $8,310+34.0% | $7,997+39.3% | $6,507+71.2% |
| Admin fee / account holder | $212 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |