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 8-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 | $187,301 | $165,984+12.8% | $164,813+13.6% | $145,922+28.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.07% | 100.03%-90.0pp | 69.93%-59.9pp | 561.29%-551.2pp |
| Employer contribution / active EE | $15,726 | $5,273+198.2% | $4,341+262.3% | $4,660+237.5% |
| Participant deferral / active EE | $10,861 | $6,959+56.1% | $6,031+80.1% | $6,688+62.4% |
| Admin fee / account holder | $92 | $16,648-99.4% | $12,690-99.3% | $13,397-99.3% |