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 | $217,744 | $209,411+4.0% | $178,490+22.0% | $158,922+37.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.97% | 188.75%-172.8pp | 151.07%-135.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,165 | $5,706-44.5% | $5,011-36.8% | $4,761-33.5% |
| Participant deferral / active EE | $7,120 | $5,954+19.6% | $5,202+36.9% | $5,982+19.0% |
| Admin fee / account holder | $47 | $17,074-99.7% | $13,984-99.7% | $11,246-99.6% |