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 | $167,168 | $165,984+0.7% | $164,813+1.4% | $145,922+14.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.55% | 100.03%-85.5pp | 69.93%-55.4pp | 561.29%-546.7pp |
| Employer contribution / active EE | $14,269 | $5,273+170.6% | $4,341+228.7% | $4,660+206.2% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,031-100.0% | $6,688-100.0% |
| Admin fee / account holder | $40 | $16,648-99.8% | $12,690-99.7% | $13,397-99.7% |