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 | $209,072 | $209,411-0.2% | $178,490+17.1% | $158,922+31.6% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 8.98% | 188.75%-179.8pp | 151.07%-142.1pp | 302.83%-293.8pp |
| Employer contribution / active EE | $2,161 | $5,706-62.1% | $5,011-56.9% | $4,761-54.6% |
| Participant deferral / active EE | $5,293 | $5,954-11.1% | $5,202+1.8% | $5,982-11.5% |
| Admin fee / account holder | $42 | $17,074-99.8% | $13,984-99.7% | $11,246-99.6% |