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 | $226,077 | $197,591+14.4% | $177,821+27.1% | $158,922+42.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.68% | 58.76%-44.1pp | 48.32%-33.6pp | 302.83%-288.1pp |
| Employer contribution / active EE | $3,572 | $6,697-46.7% | $5,918-39.6% | $4,761-25.0% |
| Participant deferral / active EE | $4,386 | $8,405-47.8% | $7,714-43.1% | $5,982-26.7% |
| Admin fee / account holder | $121 | $15,399-99.2% | $12,427-99.0% | $11,246-98.9% |