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 | $249,718 | $183,519+36.1% | $155,509+60.6% | $145,922+71.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.56% | 61.17%-44.6pp | 64.67%-48.1pp | 561.29%-544.7pp |
| Employer contribution / active EE | $5,163 | $5,313-2.8% | $4,672+10.5% | $4,660+10.8% |
| Participant deferral / active EE | $5,129 | $6,462-20.6% | $5,626-8.8% | $6,688-23.3% |
| Admin fee / account holder | $122 | $19,313-99.4% | $15,912-99.2% | $13,397-99.1% |