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 7-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 | $217,124 | $214,378+1.3% | $200,582+8.2% | $142,382+52.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.18% | 46.41%-23.2pp | 42.33%-19.2pp | 217.08%-193.9pp |
| Employer contribution / active EE | $6,206 | $6,841-9.3% | $6,419-3.3% | $4,299+44.3% |
| Participant deferral / active EE | $15,748 | $9,865+59.6% | $9,331+68.8% | $6,507+142.0% |
| Admin fee / account holder | $229 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |