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 8-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 | $224,722 | $183,519+22.5% | $155,509+44.5% | $145,922+54.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.91% | 61.17%-44.3pp | 64.67%-47.8pp | 561.29%-544.4pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,940 | $6,462+22.9% | $5,626+41.1% | $6,688+18.7% |
| Admin fee / account holder | $173 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |