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 | $167,826 | $180,449-7.0% | $154,107+8.9% | $135,375+24.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.33% | 888.09%-887.8pp | 735.12%-734.8pp | 519.73%-519.4pp |
| Employer contribution / active EE | $30,154 | $6,035+399.7% | $5,298+469.2% | $4,779+531.0% |
| Participant deferral / active EE | $15,115 | $5,806+160.3% | $5,081+197.5% | $5,609+169.5% |
| Admin fee / account holder | $28 | $16,143-99.8% | $13,411-99.8% | $10,827-99.7% |