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 | $169,484 | $214,378-20.9% | $200,582-15.5% | $142,382+19.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.82% | 46.41%-25.6pp | 42.33%-21.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $6,367 | $6,841-6.9% | $6,419-0.8% | $4,299+48.1% |
| Participant deferral / active EE | $9,657 | $9,865-2.1% | $9,331+3.5% | $6,507+48.4% |
| Admin fee / account holder | $13 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |