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 | $191,269 | $159,602+19.8% | $150,045+27.5% | $142,382+34.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.83% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,570 | $4,961-28.0% | $4,693-23.9% | $4,299-17.0% |
| Participant deferral / active EE | $6,190 | $8,310-25.5% | $7,997-22.6% | $6,507-4.9% |
| Admin fee / account holder | $132 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |