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 | $174,766 | $176,056-0.7% | $159,436+9.6% | $167,490+4.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.52% | 331.75%-316.2pp | 263.57%-248.1pp | 478.56%-463.0pp |
| Employer contribution / active EE | $3,469 | $5,297-34.5% | $4,829-28.2% | $4,837-28.3% |
| Participant deferral / active EE | $18,112 | $7,750+133.7% | $7,352+146.4% | $6,341+185.6% |
| Admin fee / account holder | $119 | $12,554-99.1% | $10,799-98.9% | $12,309-99.0% |