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 | $171,375 | $148,534+15.4% | $135,903+26.1% | $139,434+22.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.31% | 79.19%-56.9pp | 68.23%-45.9pp | 372.94%-350.6pp |
| Employer contribution / active EE | $7,601 | $5,243+45.0% | $4,856+56.5% | $4,751+60.0% |
| Participant deferral / active EE | $8,852 | $8,100+9.3% | $7,758+14.1% | $6,710+31.9% |
| Admin fee / account holder | $139 | $12,400-98.9% | $10,762-98.7% | $11,403-98.8% |