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 6-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 | $173,647 | $169,032+2.7% | $129,207+34.4% | $145,922+19.0% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 15.19% | 14330.11%-14314.9pp | 9417.33%-9402.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $6,543 | $5,537+18.2% | $4,153+57.5% | $4,660+40.4% |
| Participant deferral / active EE | $14,475 | $4,987+190.2% | $4,168+247.3% | $6,688+116.4% |
| Admin fee / account holder | $20 | $9,954-99.8% | $7,715-99.7% | $13,397-99.9% |