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 10-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 | $200,332 | $165,335+21.2% | $149,696+33.8% | $158,922+26.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.14% | 348.15%-338.0pp | 276.60%-266.5pp | 302.83%-292.7pp |
| Employer contribution / active EE | $13,687 | $5,103+168.2% | $4,644+194.7% | $4,761+187.5% |
| Participant deferral / active EE | $8,450 | $7,181+17.7% | $6,842+23.5% | $5,982+41.3% |
| Admin fee / account holder | $25 | $10,807-99.8% | $9,309-99.7% | $11,246-99.8% |