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 | $188,942 | $197,591-4.4% | $177,821+6.3% | $158,922+18.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.61% | 58.76%-40.1pp | 48.32%-29.7pp | 302.83%-284.2pp |
| Employer contribution / active EE | $6,232 | $6,697-7.0% | $5,918+5.3% | $4,761+30.9% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $7 | $15,399-100.0% | $12,427-99.9% | $11,246-99.9% |