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 8-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 | $211,050 | $183,519+15.0% | $155,509+35.7% | $145,922+44.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.73% | 61.17%-41.4pp | 64.67%-44.9pp | 561.29%-541.6pp |
| Employer contribution / active EE | $18,196 | $5,313+242.5% | $4,672+289.4% | $4,660+290.5% |
| Participant deferral / active EE | $11,087 | $6,462+71.6% | $5,626+97.1% | $6,688+65.8% |
| Admin fee / account holder | $30 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |