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 | $223,534 | $214,378+4.3% | $200,582+11.4% | $142,382+57.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.02% | 46.41%-27.4pp | 42.33%-23.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $7,958 | $6,841+16.3% | $6,419+24.0% | $4,299+85.1% |
| Participant deferral / active EE | $6,786 | $9,865-31.2% | $9,331-27.3% | $6,507+4.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |