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 8-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 | $218,051 | $214,378+1.7% | $200,582+8.7% | $142,382+53.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.54% | 46.41%-29.9pp | 42.33%-25.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $8,043 | $6,841+17.6% | $6,419+25.3% | $4,299+87.1% |
| Participant deferral / active EE | $20,373 | $9,865+106.5% | $9,331+118.3% | $6,507+213.1% |
| Admin fee / account holder | $187 | $17,692-98.9% | $16,305-98.9% | $12,624-98.5% |