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 | $226,629 | $228,332-0.7% | $185,823+22.0% | $158,922+42.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.53% | 40.80%-20.3pp | 35.95%-15.4pp | 302.83%-282.3pp |
| Employer contribution / active EE | $3,999 | $4,967-19.5% | $4,087-2.2% | $4,761-16.0% |
| Participant deferral / active EE | $13,275 | $6,415+107.0% | $5,632+135.7% | $5,982+121.9% |
| Admin fee / account holder | $20 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |