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 | $221,377 | $185,822+19.1% | $169,993+30.2% | $139,434+58.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.62% | 60.50%-41.9pp | 53.37%-34.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $5,424 | $7,590-28.5% | $6,785-20.1% | $4,751+14.2% |
| Participant deferral / active EE | $14,083 | $11,622+21.2% | $10,408+35.3% | $6,710+109.9% |
| Admin fee / account holder | $6 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |