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 | $192,886 | $168,632+14.4% | $147,614+30.7% | $125,391+53.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.92% | 77.65%-75.7pp | 61.98%-60.1pp | 282.22%-280.3pp |
| Employer contribution / active EE | $2,170 | $6,252-65.3% | $5,564-61.0% | $4,866-55.4% |
| Participant deferral / active EE | $4,711 | $5,507-14.5% | $4,895-3.8% | $5,352-12.0% |
| Admin fee / account holder | $88 | $13,580-99.3% | $11,611-99.2% | $9,540-99.1% |