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 | $194,077 | $198,466-2.2% | $170,442+13.9% | $147,584+31.5% |
| Participation rate | 91.7% | 88.0%+3.7pp | 83.6%+8.1pp | 82.8%+8.8pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $6,168 | $6,184-0.3% | $5,433+13.5% | $4,876+26.5% |
| Participant deferral / active EE | $3,068 | $5,629-45.5% | $4,939-37.9% | $5,439-43.6% |
| Admin fee / account holder | $118 | $16,852-99.3% | $13,880-99.2% | $10,885-98.9% |