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 | $238,813 | $209,411+14.0% | $178,490+33.8% | $158,922+50.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.84% | 188.75%-173.9pp | 151.07%-136.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $3,497 | $5,706-38.7% | $5,011-30.2% | $4,761-26.6% |
| Participant deferral / active EE | $8,977 | $5,954+50.8% | $5,202+72.6% | $5,982+50.1% |
| Admin fee / account holder | $251 | $17,074-98.5% | $13,984-98.2% | $11,246-97.8% |