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 | $190,810 | $176,056+8.4% | $159,436+19.7% | $167,490+13.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.79% | 331.75%-316.0pp | 263.57%-247.8pp | 478.56%-462.8pp |
| Employer contribution / active EE | $7,304 | $5,297+37.9% | $4,829+51.2% | $4,837+51.0% |
| Participant deferral / active EE | $11,957 | $7,750+54.3% | $7,352+62.6% | $6,341+88.6% |
| Admin fee / account holder | $193 | $12,554-98.5% | $10,799-98.2% | $12,309-98.4% |