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 | $176,791 | $157,256+12.4% | $141,162+25.2% | $152,861+15.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.40% | 64.32%-46.9pp | 71.39%-54.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $8,250 | $5,261+56.8% | $4,735+74.2% | $4,762+73.2% |
| Participant deferral / active EE | $14,622 | $7,109+105.7% | $6,709+117.9% | $5,850+149.9% |
| Admin fee / account holder | $158 | $12,120-98.7% | $10,261-98.5% | $11,596-98.6% |