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 | $244,040 | $209,411+16.5% | $178,490+36.7% | $158,922+53.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.71% | 188.75%-175.0pp | 151.07%-137.4pp | 302.83%-289.1pp |
| Employer contribution / active EE | $6,788 | $5,706+19.0% | $5,011+35.5% | $4,761+42.6% |
| Participant deferral / active EE | $4,595 | $5,954-22.8% | $5,202-11.7% | $5,982-23.2% |
| Admin fee / account holder | $170 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |