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 | $217,503 | $175,202+24.1% | $149,673+45.3% | $139,434+56.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.73% | 166.71%-150.0pp | 134.42%-117.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,351 | $5,474-38.8% | $4,818-30.4% | $4,751-29.5% |
| Participant deferral / active EE | $9,438 | $6,519+44.8% | $5,680+66.2% | $6,710+40.6% |
| Admin fee / account holder | $256 | $16,150-98.4% | $13,210-98.1% | $11,403-97.8% |