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 | $165,730 | $198,466-16.5% | $170,442-2.8% | $147,584+12.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.09% | 257.29%-243.2pp | 205.93%-191.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $14,329 | $6,184+131.7% | $5,433+163.8% | $4,876+193.8% |
| Participant deferral / active EE | $9,917 | $5,629+76.2% | $4,939+100.8% | $5,439+82.3% |
| Admin fee / account holder | $185 | $16,852-98.9% | $13,880-98.7% | $10,885-98.3% |