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 8-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 | $211,300 | $214,378-1.4% | $200,582+5.3% | $142,382+48.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.95% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $7,915 | $6,841+15.7% | $6,419+23.3% | $4,299+84.1% |
| Participant deferral / active EE | $13,348 | $9,865+35.3% | $9,331+43.0% | $6,507+105.1% |
| Admin fee / account holder | $226 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |