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 | $187,389 | $209,411-10.5% | $178,490+5.0% | $158,922+17.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.10% | 188.75%-175.7pp | 151.07%-138.0pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,235 | $5,706-60.8% | $5,011-55.4% | $4,761-53.1% |
| Participant deferral / active EE | $5,218 | $5,954-12.4% | $5,202+0.3% | $5,982-12.8% |
| Admin fee / account holder | $105 | $17,074-99.4% | $13,984-99.2% | $11,246-99.1% |