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 | $215,343 | $217,402-0.9% | $185,823+15.9% | $167,490+28.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.87% | 148.36%-124.5pp | 122.05%-98.2pp | 478.56%-454.7pp |
| Employer contribution / active EE | $2,994 | $5,873-49.0% | $5,167-42.1% | $4,837-38.1% |
| Participant deferral / active EE | $19,500 | $6,356+206.8% | $5,568+250.2% | $6,341+207.5% |
| Admin fee / account holder | $120 | $19,811-99.4% | $16,237-99.3% | $12,309-99.0% |