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 | $223,058 | $197,591+12.9% | $177,821+25.4% | $158,922+40.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.15% | 58.76%-36.6pp | 48.32%-26.2pp | 302.83%-280.7pp |
| Employer contribution / active EE | $7,079 | $6,697+5.7% | $5,918+19.6% | $4,761+48.7% |
| Participant deferral / active EE | $18,856 | $8,405+124.3% | $7,714+144.4% | $5,982+215.2% |
| Admin fee / account holder | $86 | $15,399-99.4% | $12,427-99.3% | $11,246-99.2% |