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 | $210,591 | $197,591+6.6% | $177,821+18.4% | $158,922+32.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 27.07% | 58.76%-31.7pp | 48.32%-21.3pp | 302.83%-275.8pp |
| Employer contribution / active EE | $11,097 | $6,697+65.7% | $5,918+87.5% | $4,761+133.1% |
| Participant deferral / active EE | $11,672 | $8,405+38.9% | $7,714+51.3% | $5,982+95.1% |
| Admin fee / account holder | $194 | $15,399-98.7% | $12,427-98.4% | $11,246-98.3% |