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 | $183,517 | $177,572+3.3% | $154,803+18.5% | $142,382+28.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.75% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,328 | $4,810-30.8% | $4,305-22.7% | $4,299-22.6% |
| Participant deferral / active EE | $5,770 | $6,272-8.0% | $5,540+4.1% | $6,507-11.3% |
| Admin fee / account holder | $165 | $16,786-99.0% | $14,329-98.8% | $12,624-98.7% |