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 | $200,969 | $201,272-0.2% | $184,203+9.1% | $145,922+37.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.99% | 29.00%-12.0pp | 28.81%-11.8pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,744 | $7,022-60.9% | $6,427-57.3% | $4,660-41.1% |
| Participant deferral / active EE | $14,578 | $9,806+48.7% | $9,131+59.7% | $6,688+118.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |