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 | $183,182 | $197,591-7.3% | $177,821+3.0% | $158,922+15.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.30% | 58.76%-42.5pp | 48.32%-32.0pp | 302.83%-286.5pp |
| Employer contribution / active EE | $15,112 | $6,697+125.6% | $5,918+155.3% | $4,761+217.4% |
| Participant deferral / active EE | $10,647 | $8,405+26.7% | $7,714+38.0% | $5,982+78.0% |
| Admin fee / account holder | $42 | $15,399-99.7% | $12,427-99.7% | $11,246-99.6% |