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 | $176,431 | $183,963-4.1% | $162,163+8.8% | $152,861+15.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.16% | 150.76%-126.6pp | 115.59%-91.4pp | 345.32%-321.2pp |
| Employer contribution / active EE | $9,757 | $6,371+53.2% | $5,614+73.8% | $4,762+104.9% |
| Participant deferral / active EE | $9,700 | $8,034+20.7% | $7,298+32.9% | $5,850+65.8% |
| Admin fee / account holder | $39 | $13,121-99.7% | $10,843-99.6% | $11,596-99.7% |