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 | $204,617 | $159,602+28.2% | $150,045+36.4% | $142,382+43.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.24% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $4,848 | $4,961-2.3% | $4,693+3.3% | $4,299+12.8% |
| Participant deferral / active EE | $11,449 | $8,310+37.8% | $7,997+43.2% | $6,507+75.9% |
| Admin fee / account holder | $169 | $14,846-98.9% | $13,435-98.7% | $12,624-98.7% |