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 | $212,014 | $209,411+1.2% | $178,490+18.8% | $158,922+33.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.82% | 188.75%-176.9pp | 151.07%-139.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,310 | $5,706-77.1% | $5,011-73.9% | $4,761-72.5% |
| Participant deferral / active EE | $7,771 | $5,954+30.5% | $5,202+49.4% | $5,982+29.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |