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 | $209,549 | $183,963+13.9% | $162,163+29.2% | $152,861+37.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.98% | 150.76%-131.8pp | 115.59%-96.6pp | 345.32%-326.3pp |
| Employer contribution / active EE | $4,788 | $6,371-24.8% | $5,614-14.7% | $4,762+0.5% |
| Participant deferral / active EE | $13,171 | $8,034+63.9% | $7,298+80.5% | $5,850+125.1% |
| Admin fee / account holder | $197 | $13,121-98.5% | $10,843-98.2% | $11,596-98.3% |