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 | $201,011 | $214,378-6.2% | $200,582+0.2% | $142,382+41.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.96% | 46.41%-34.4pp | 42.33%-30.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $9,700 | $6,841+41.8% | $6,419+51.1% | $4,299+125.6% |
| Participant deferral / active EE | $12,225 | $9,865+23.9% | $9,331+31.0% | $6,507+87.9% |
| Admin fee / account holder | $172 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |