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 | $223,955 | $214,378+4.5% | $200,582+11.7% | $142,382+57.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.75% | 46.41%-26.7pp | 42.33%-22.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $6,136 | $6,841-10.3% | $6,419-4.4% | $4,299+42.7% |
| Participant deferral / active EE | $12,611 | $9,865+27.8% | $9,331+35.2% | $6,507+93.8% |
| Admin fee / account holder | $162 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |