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 | $226,486 | $214,378+5.6% | $200,582+12.9% | $142,382+59.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.61% | 46.41%-29.8pp | 42.33%-25.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,321 | $6,841-51.5% | $6,419-48.3% | $4,299-22.8% |
| Participant deferral / active EE | $9,060 | $9,865-8.2% | $9,331-2.9% | $6,507+39.2% |
| Admin fee / account holder | $193 | $17,692-98.9% | $16,305-98.8% | $12,624-98.5% |