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 | $188,662 | $197,591-4.5% | $177,821+6.1% | $158,922+18.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.91% | 58.76%-34.8pp | 48.32%-24.4pp | 302.83%-278.9pp |
| Employer contribution / active EE | $16,738 | $6,697+149.9% | $5,918+182.8% | $4,761+251.6% |
| Participant deferral / active EE | $9,700 | $8,405+15.4% | $7,714+25.7% | $5,982+62.1% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |