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 | $193,730 | $217,402-10.9% | $185,823+4.3% | $167,490+15.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.96% | 148.36%-134.4pp | 122.05%-108.1pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,748 | $5,873-70.2% | $5,167-66.2% | $4,837-63.9% |
| Participant deferral / active EE | $5,258 | $6,356-17.3% | $5,568-5.6% | $6,341-17.1% |
| Admin fee / account holder | $149 | $19,811-99.2% | $16,237-99.1% | $12,309-98.8% |