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 | $199,673 | $198,466+0.6% | $170,442+17.2% | $147,584+35.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.55% | 257.29%-237.7pp | 205.93%-186.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $5,222 | $6,184-15.5% | $5,433-3.9% | $4,876+7.1% |
| Participant deferral / active EE | $4,936 | $5,629-12.3% | $4,939-0.1% | $5,439-9.2% |
| Admin fee / account holder | $157 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |