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 | $210,988 | $209,411+0.8% | $178,490+18.2% | $158,922+32.8% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 9.87% | 188.75%-178.9pp | 151.07%-141.2pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,414 | $5,706-75.2% | $5,011-71.8% | $4,761-70.3% |
| Participant deferral / active EE | $4,583 | $5,954-23.0% | $5,202-11.9% | $5,982-23.4% |
| Admin fee / account holder | $57 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |