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 | $172,756 | $209,411-17.5% | $178,490-3.2% | $158,922+8.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.58% | 188.75%-171.2pp | 151.07%-133.5pp | 302.83%-285.2pp |
| Employer contribution / active EE | $32,537 | $5,706+470.2% | $5,011+549.4% | $4,761+583.4% |
| Participant deferral / active EE | $6,027 | $5,954+1.2% | $5,202+15.9% | $5,982+0.8% |
| Admin fee / account holder | $217 | $17,074-98.7% | $13,984-98.4% | $11,246-98.1% |