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 | $193,060 | $201,272-4.1% | $184,203+4.8% | $145,922+32.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.56% | 29.00%-12.4pp | 28.81%-12.3pp | 561.29%-544.7pp |
| Employer contribution / active EE | $4,263 | $7,022-39.3% | $6,427-33.7% | $4,660-8.5% |
| Participant deferral / active EE | $17,011 | $9,806+73.5% | $9,131+86.3% | $6,688+154.4% |
| Admin fee / account holder | $115 | $16,364-99.3% | $13,901-99.2% | $13,397-99.1% |