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 | $198,813 | $209,832-5.3% | $189,513+4.9% | $167,490+18.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.67% | 748.27%-729.6pp | 555.15%-536.5pp | 478.56%-459.9pp |
| Employer contribution / active EE | $4,327 | $6,914-37.4% | $6,162-29.8% | $4,837-10.6% |
| Participant deferral / active EE | $19,661 | $8,935+120.0% | $8,221+139.2% | $6,341+210.1% |
| Admin fee / account holder | $122 | $14,293-99.1% | $12,045-99.0% | $12,309-99.0% |