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 | $164,988 | $197,591-16.5% | $177,821-7.2% | $158,922+3.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.26% | 58.76%-45.5pp | 48.32%-35.1pp | 302.83%-289.6pp |
| Employer contribution / active EE | $6,217 | $6,697-7.2% | $5,918+5.0% | $4,761+30.6% |
| Participant deferral / active EE | $16,617 | $8,405+97.7% | $7,714+115.4% | $5,982+177.8% |
| Admin fee / account holder | $8 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |