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 | $200,702 | $209,411-4.2% | $178,490+12.4% | $158,922+26.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.21% | 188.75%-170.5pp | 151.07%-132.9pp | 302.83%-284.6pp |
| Employer contribution / active EE | $4,553 | $5,706-20.2% | $5,011-9.1% | $4,761-4.4% |
| Participant deferral / active EE | $6,814 | $5,954+14.4% | $5,202+31.0% | $5,982+13.9% |
| Admin fee / account holder | $225 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |