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 9-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 | $164,719 | $159,602+3.2% | $150,045+9.8% | $142,382+15.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.10% | 70.24%-57.1pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $10,899 | $4,961+119.7% | $4,693+132.2% | $4,299+153.5% |
| Participant deferral / active EE | $2,616 | $8,310-68.5% | $7,997-67.3% | $6,507-59.8% |
| Admin fee / account holder | $20 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |