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 7-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 | $189,465 | $214,378-11.6% | $200,582-5.5% | $142,382+33.1% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 22.28% | 46.41%-24.1pp | 42.33%-20.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $7,333 | $6,841+7.2% | $6,419+14.2% | $4,299+70.6% |
| Participant deferral / active EE | $13,552 | $9,865+37.4% | $9,331+45.2% | $6,507+108.3% |
| Admin fee / account holder | $4 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |