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 | $223,840 | $165,335+35.4% | $149,696+49.5% | $158,922+40.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.49% | 348.15%-332.7pp | 276.60%-261.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $7,724 | $5,103+51.4% | $4,644+66.3% | $4,761+62.2% |
| Participant deferral / active EE | $12,389 | $7,181+72.5% | $6,842+81.1% | $5,982+107.1% |
| Admin fee / account holder | $127 | $10,807-98.8% | $9,309-98.6% | $11,246-98.9% |