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 | $233,666 | $198,466+17.7% | $170,442+37.1% | $147,584+58.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.74% | 257.29%-246.6pp | 205.93%-195.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $1,394 | $6,184-77.5% | $5,433-74.3% | $4,876-71.4% |
| Participant deferral / active EE | $12,750 | $5,629+126.5% | $4,939+158.1% | $5,439+134.4% |
| Admin fee / account holder | $29 | $16,852-99.8% | $13,880-99.8% | $10,885-99.7% |