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 | $214,338 | $183,519+16.8% | $155,509+37.8% | $145,922+46.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.29% | 61.17%-42.9pp | 64.67%-46.4pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,857 | $5,313-46.2% | $4,672-38.8% | $4,660-38.7% |
| Participant deferral / active EE | $5,778 | $6,462-10.6% | $5,626+2.7% | $6,688-13.6% |
| Admin fee / account holder | $6 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |