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 | $188,400 | $214,378-12.1% | $200,582-6.1% | $142,382+32.3% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 22.93% | 46.41%-23.5pp | 42.33%-19.4pp | 217.08%-194.1pp |
| Employer contribution / active EE | $6,850 | $6,841+0.1% | $6,419+6.7% | $4,299+59.3% |
| Participant deferral / active EE | $10,980 | $9,865+11.3% | $9,331+17.7% | $6,507+68.7% |
| Admin fee / account holder | $195 | $17,692-98.9% | $16,305-98.8% | $12,624-98.5% |