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 | $188,624 | $198,466-5.0% | $170,442+10.7% | $147,584+27.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.40% | 257.29%-239.9pp | 205.93%-188.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $4,773 | $6,184-22.8% | $5,433-12.1% | $4,876-2.1% |
| Participant deferral / active EE | $6,040 | $5,629+7.3% | $4,939+22.3% | $5,439+11.1% |
| Admin fee / account holder | $4 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |