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 | $175,807 | $177,572-1.0% | $154,803+13.6% | $142,382+23.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.56% | 65.07%-52.5pp | 58.88%-46.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $8,291 | $4,810+72.3% | $4,305+92.6% | $4,299+92.8% |
| Participant deferral / active EE | $10,881 | $6,272+73.5% | $5,540+96.4% | $6,507+67.2% |
| Admin fee / account holder | $49 | $16,786-99.7% | $14,329-99.7% | $12,624-99.6% |