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 | $191,149 | $165,335+15.6% | $149,696+27.7% | $158,922+20.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.25% | 348.15%-332.9pp | 276.60%-261.4pp | 302.83%-287.6pp |
| Employer contribution / active EE | $9,006 | $5,103+76.5% | $4,644+93.9% | $4,761+89.2% |
| Participant deferral / active EE | $7,187 | $7,181+0.1% | $6,842+5.0% | $5,982+20.1% |
| Admin fee / account holder | $87 | $10,807-99.2% | $9,309-99.1% | $11,246-99.2% |