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 | $180,356 | $209,411-13.9% | $178,490+1.0% | $158,922+13.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.18% | 188.75%-172.6pp | 151.07%-134.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $36,858 | $5,706+545.9% | $5,011+635.6% | $4,761+674.1% |
| Participant deferral / active EE | $19,665 | $5,954+230.3% | $5,202+278.1% | $5,982+228.7% |
| Admin fee / account holder | $258 | $17,074-98.5% | $13,984-98.2% | $11,246-97.7% |