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 | $187,732 | $197,591-5.0% | $177,821+5.6% | $158,922+18.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.44% | 58.76%-36.3pp | 48.32%-25.9pp | 302.83%-280.4pp |
| Employer contribution / active EE | $5,445 | $6,697-18.7% | $5,918-8.0% | $4,761+14.4% |
| Participant deferral / active EE | $13,082 | $8,405+55.6% | $7,714+69.6% | $5,982+118.7% |
| Admin fee / account holder | $23 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |