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 | $142,349 | $159,602-10.8% | $150,045-5.1% | $142,3820% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.28% | 70.24%-42.0pp | 62.55%-34.3pp | 217.08%-188.8pp |
| Employer contribution / active EE | $9,445 | $4,961+90.4% | $4,693+101.3% | $4,299+119.7% |
| Participant deferral / active EE | $16,002 | $8,310+92.6% | $7,997+100.1% | $6,507+145.9% |
| Admin fee / account holder | $221 | $14,846-98.5% | $13,435-98.4% | $12,624-98.3% |