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 | $148,589 | $198,466-25.1% | $170,442-12.8% | $147,584+0.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.33% | 257.29%-238.0pp | 205.93%-186.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $12,948 | $6,184+109.4% | $5,433+138.3% | $4,876+165.5% |
| Participant deferral / active EE | $5,630 | $5,6290% | $4,939+14.0% | $5,439+3.5% |
| Admin fee / account holder | $16 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |