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 | $175,727 | $172,478+1.9% | $145,661+20.6% | $142,382+23.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 16.36% | 151.09%-134.7pp | 101.46%-85.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $12,110 | $4,899+147.2% | $4,238+185.8% | $4,299+181.7% |
| Participant deferral / active EE | $13,707 | $8,348+64.2% | $7,198+90.4% | $6,507+110.6% |
| Admin fee / account holder | $94 | $16,864-99.4% | $12,466-99.2% | $12,624-99.3% |