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 | $214,841 | $197,591+8.7% | $177,821+20.8% | $158,922+35.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.91% | 58.76%-50.9pp | 48.32%-40.4pp | 302.83%-294.9pp |
| Employer contribution / active EE | $5,285 | $6,697-21.1% | $5,918-10.7% | $4,761+11.0% |
| Participant deferral / active EE | $6,457 | $8,405-23.2% | $7,714-16.3% | $5,982+7.9% |
| Admin fee / account holder | $129 | $15,399-99.2% | $12,427-99.0% | $11,246-98.9% |