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 | $212,679 | $198,466+7.2% | $170,442+24.8% | $147,584+44.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.08% | 257.29%-241.2pp | 205.93%-189.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $9,568 | $6,184+54.7% | $5,433+76.1% | $4,876+96.2% |
| Participant deferral / active EE | $7,317 | $5,629+30.0% | $4,939+48.1% | $5,439+34.5% |
| Admin fee / account holder | $65 | $16,852-99.6% | $13,880-99.5% | $10,885-99.4% |