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 7-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 | $190,219 | $217,402-12.5% | $185,823+2.4% | $167,490+13.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.16% | 148.36%-137.2pp | 122.05%-110.9pp | 478.56%-467.4pp |
| Employer contribution / active EE | $4,007 | $5,873-31.8% | $5,167-22.5% | $4,837-17.2% |
| Participant deferral / active EE | $8,732 | $6,356+37.4% | $5,568+56.8% | $6,341+37.7% |
| Admin fee / account holder | $132 | $19,811-99.3% | $16,237-99.2% | $12,309-98.9% |