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 | $233,254 | $177,572+31.4% | $154,803+50.7% | $142,382+63.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.87% | 65.07%-48.2pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $16,294 | $4,810+238.7% | $4,305+278.5% | $4,299+279.0% |
| Participant deferral / active EE | $18,625 | $6,272+197.0% | $5,540+236.2% | $6,507+186.2% |
| Admin fee / account holder | $98 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |