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 | $179,426 | $165,335+8.5% | $149,696+19.9% | $158,922+12.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.46% | 348.15%-330.7pp | 276.60%-259.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,608 | $5,103-48.9% | $4,644-43.8% | $4,761-45.2% |
| Participant deferral / active EE | $5,846 | $7,181-18.6% | $6,842-14.6% | $5,982-2.3% |
| Admin fee / account holder | $185 | $10,807-98.3% | $9,309-98.0% | $11,246-98.4% |