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 | $184,935 | $159,901+15.7% | $146,958+25.8% | $145,922+26.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.07% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $10,596 | $5,286+100.5% | $4,933+114.8% | $4,660+127.4% |
| Participant deferral / active EE | $18,260 | $8,428+116.7% | $8,070+126.3% | $6,688+173.0% |
| Admin fee / account holder | $249 | $15,044-98.3% | $12,998-98.1% | $13,397-98.1% |