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 | $200,216 | $148,534+34.8% | $135,903+47.3% | $139,434+43.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.52% | 79.19%-63.7pp | 68.23%-52.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $4,003 | $5,243-23.6% | $4,856-17.6% | $4,751-15.7% |
| Participant deferral / active EE | $9,354 | $8,100+15.5% | $7,758+20.6% | $6,710+39.4% |
| Admin fee / account holder | $292 | $12,400-97.6% | $10,762-97.3% | $11,403-97.4% |