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 | $176,551 | $165,335+6.8% | $149,696+17.9% | $158,922+11.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.40% | 348.15%-333.7pp | 276.60%-262.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $19,515 | $5,103+282.4% | $4,644+320.2% | $4,761+309.9% |
| Participant deferral / active EE | $11,225 | $7,181+56.3% | $6,842+64.1% | $5,982+87.6% |
| Admin fee / account holder | $19 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |