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 | $235,520 | $197,591+19.2% | $177,821+32.4% | $158,922+48.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.89% | 58.76%-44.9pp | 48.32%-34.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $7,931 | $6,697+18.4% | $5,918+34.0% | $4,761+66.6% |
| Participant deferral / active EE | $9,025 | $8,405+7.4% | $7,714+17.0% | $5,982+50.9% |
| Admin fee / account holder | $37 | $15,399-99.8% | $12,427-99.7% | $11,246-99.7% |