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 | $160,502 | $176,056-8.8% | $159,436+0.7% | $167,490-4.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.27% | 331.75%-307.5pp | 263.57%-239.3pp | 478.56%-454.3pp |
| Employer contribution / active EE | $11,053 | $5,297+108.7% | $4,829+128.9% | $4,837+128.5% |
| Participant deferral / active EE | $4,663 | $7,750-39.8% | $7,352-36.6% | $6,341-26.5% |
| Admin fee / account holder | $167 | $12,554-98.7% | $10,799-98.5% | $12,309-98.6% |