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 | $204,858 | $165,335+23.9% | $149,696+36.8% | $158,922+28.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.34% | 348.15%-331.8pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,177 | $5,103-76.9% | $4,644-74.6% | $4,761-75.3% |
| Participant deferral / active EE | $13,407 | $7,181+86.7% | $6,842+96.0% | $5,982+124.1% |
| Admin fee / account holder | $120 | $10,807-98.9% | $9,309-98.7% | $11,246-98.9% |