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 | $212,504 | $179,726+18.2% | $156,263+36.0% | $142,382+49.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.89% | 77.86%-67.0pp | 59.47%-48.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,415 | $5,069-52.4% | $4,333-44.3% | $4,299-43.8% |
| Participant deferral / active EE | $7,186 | $6,956+3.3% | $6,158+16.7% | $6,507+10.4% |
| Admin fee / account holder | $2 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |