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 | $179,918 | $177,572+1.3% | $154,803+16.2% | $142,382+26.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.95% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,274 | $4,810-31.9% | $4,305-24.0% | $4,299-23.9% |
| Participant deferral / active EE | $6,702 | $6,272+6.9% | $5,540+21.0% | $6,507+3.0% |
| Admin fee / account holder | $73 | $16,786-99.6% | $14,329-99.5% | $12,624-99.4% |