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 | $187,471 | $157,256+19.2% | $141,162+32.8% | $152,861+22.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.86% | 64.32%-45.5pp | 71.39%-52.5pp | 345.32%-326.5pp |
| Employer contribution / active EE | $8,104 | $5,261+54.1% | $4,735+71.2% | $4,762+70.2% |
| Participant deferral / active EE | $7,253 | $7,109+2.0% | $6,709+8.1% | $5,850+24.0% |
| Admin fee / account holder | $58 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |