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 | $187,682 | $165,984+13.1% | $164,813+13.9% | $145,922+28.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.69% | 100.03%-90.3pp | 69.93%-60.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $4,953 | $5,273-6.1% | $4,341+14.1% | $4,660+6.3% |
| Participant deferral / active EE | $5,811 | $6,959-16.5% | $6,031-3.7% | $6,688-13.1% |
| Admin fee / account holder | $130 | $16,648-99.2% | $12,690-99.0% | $13,397-99.0% |