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 | $172,683 | $165,335+4.4% | $149,696+15.4% | $158,922+8.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.12% | 348.15%-335.0pp | 276.60%-263.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $18,717 | $5,103+266.8% | $4,644+303.0% | $4,761+293.1% |
| Participant deferral / active EE | $17,934 | $7,181+149.7% | $6,842+162.1% | $5,982+199.8% |
| Admin fee / account holder | $34 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |