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 4-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 | $181,368 | $159,602+13.6% | $150,045+20.9% | $142,382+27.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.77% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $5,000 | $4,961+0.8% | $4,693+6.5% | $4,299+16.3% |
| Participant deferral / active EE | $23,390 | $8,310+181.5% | $7,997+192.5% | $6,507+259.4% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |