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 8-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 | $164,416 | $159,602+3.0% | $150,045+9.6% | $142,382+15.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.92% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $8,683 | $4,961+75.0% | $4,693+85.0% | $4,299+102.0% |
| Participant deferral / active EE | $23,853 | $8,310+187.0% | $7,997+198.3% | $6,507+266.6% |
| Admin fee / account holder | $192 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |