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 | $196,642 | $179,726+9.4% | $156,263+25.8% | $142,382+38.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.58% | 77.86%-58.3pp | 59.47%-39.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $17,519 | $5,069+245.6% | $4,333+304.3% | $4,299+307.5% |
| Participant deferral / active EE | $10,333 | $6,956+48.6% | $6,158+67.8% | $6,507+58.8% |
| Admin fee / account holder | $226 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |