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 | $220,239 | $228,332-3.5% | $185,823+18.5% | $158,922+38.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.68% | 40.80%-29.1pp | 35.95%-24.3pp | 302.83%-291.2pp |
| Employer contribution / active EE | $5,275 | $4,967+6.2% | $4,087+29.1% | $4,761+10.8% |
| Participant deferral / active EE | $15,583 | $6,415+142.9% | $5,632+176.7% | $5,982+160.5% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |