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 | $190,725 | $201,272-5.2% | $184,203+3.5% | $145,922+30.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.59% | 29.00%-0.4pp | 28.81%-0.2pp | 561.29%-532.7pp |
| Employer contribution / active EE | $18,394 | $7,022+162.0% | $6,427+186.2% | $4,660+294.8% |
| Participant deferral / active EE | $11,656 | $9,806+18.9% | $9,131+27.6% | $6,688+74.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |