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 | $199,026 | $185,822+7.1% | $169,993+17.1% | $139,434+42.7% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 16.63% | 60.50%-43.9pp | 53.37%-36.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $20,250 | $7,590+166.8% | $6,785+198.4% | $4,751+326.2% |
| Participant deferral / active EE | $10,090 | $11,622-13.2% | $10,408-3.1% | $6,710+50.4% |
| Admin fee / account holder | $73 | $15,381-99.5% | $12,815-99.4% | $11,403-99.4% |