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 7-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 | $191,329 | $210,648-9.2% | $177,989+7.5% | $145,922+31.1% |
| Participation rate | 81.8% | 80.8%+1.1pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 12.42% | 385.86%-373.4pp | 294.48%-282.1pp | 561.29%-548.9pp |
| Employer contribution / active EE | $8,802 | $4,565+92.8% | $3,949+122.9% | $4,660+88.9% |
| Participant deferral / active EE | $13,452 | $6,958+93.3% | $6,276+114.3% | $6,688+101.1% |
| Admin fee / account holder | $111 | $12,013-99.1% | $10,363-98.9% | $13,397-99.2% |