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 | $218,490 | $198,466+10.1% | $170,442+28.2% | $147,584+48.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.86% | 257.29%-244.4pp | 205.93%-193.1pp | 578.55%-565.7pp |
| Employer contribution / active EE | $8,998 | $6,184+45.5% | $5,433+65.6% | $4,876+84.5% |
| Participant deferral / active EE | $8,257 | $5,629+46.7% | $4,939+67.2% | $5,439+51.8% |
| Admin fee / account holder | $42 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |