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 | $161,301 | $209,411-23.0% | $178,490-9.6% | $158,922+1.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.32% | 188.75%-174.4pp | 151.07%-136.7pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,016 | $5,706-64.7% | $5,011-59.8% | $4,761-57.7% |
| Participant deferral / active EE | $6,139 | $5,954+3.1% | $5,202+18.0% | $5,982+2.6% |
| Admin fee / account holder | $69 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |