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 | $217,918 | $209,411+4.1% | $178,490+22.1% | $158,922+37.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.03% | 188.75%-181.7pp | 151.07%-144.0pp | 302.83%-295.8pp |
| Employer contribution / active EE | $5,654 | $5,706-0.9% | $5,011+12.8% | $4,761+18.8% |
| Participant deferral / active EE | $3,153 | $5,954-47.0% | $5,202-39.4% | $5,982-47.3% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |