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 | $202,671 | $183,519+10.4% | $155,509+30.3% | $145,922+38.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.01% | 61.17%-34.2pp | 64.67%-37.7pp | 561.29%-534.3pp |
| Employer contribution / active EE | $5,162 | $5,313-2.8% | $4,672+10.5% | $4,660+10.8% |
| Participant deferral / active EE | $5,850 | $6,462-9.5% | $5,626+4.0% | $6,688-12.5% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |