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 | $168,859 | $159,602+5.8% | $150,045+12.5% | $142,382+18.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.98% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $14,332 | $4,961+188.9% | $4,693+205.4% | $4,299+233.4% |
| Participant deferral / active EE | $9,602 | $8,310+15.5% | $7,997+20.1% | $6,507+47.6% |
| Admin fee / account holder | $180 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |