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 | $198,244 | $197,591+0.3% | $177,821+11.5% | $158,922+24.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.33% | 58.76%-38.4pp | 48.32%-28.0pp | 302.83%-282.5pp |
| Employer contribution / active EE | $12,665 | $6,697+89.1% | $5,918+114.0% | $4,761+166.0% |
| Participant deferral / active EE | $7,150 | $8,405-14.9% | $7,714-7.3% | $5,982+19.5% |
| Admin fee / account holder | $85 | $15,399-99.4% | $12,427-99.3% | $11,246-99.2% |