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 | $181,797 | $159,602+13.9% | $150,045+21.2% | $142,382+27.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.31% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,573 | $4,961-28.0% | $4,693-23.9% | $4,299-16.9% |
| Participant deferral / active EE | $11,109 | $8,310+33.7% | $7,997+38.9% | $6,507+70.7% |
| Admin fee / account holder | $75 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |