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 | $192,765 | $202,432-4.8% | $169,368+13.8% | $139,434+38.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.50% | 531.74%-511.2pp | 405.60%-385.1pp | 372.94%-352.4pp |
| Employer contribution / active EE | $6,299 | $4,692+34.2% | $4,013+57.0% | $4,751+32.6% |
| Participant deferral / active EE | $19,099 | $6,938+175.3% | $6,221+207.0% | $6,710+184.6% |
| Admin fee / account holder | $20 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |