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 9-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 | $167,762 | $165,335+1.5% | $149,696+12.1% | $158,922+5.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.13% | 348.15%-337.0pp | 276.60%-265.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $17,100 | $5,103+235.1% | $4,644+268.2% | $4,761+259.2% |
| Participant deferral / active EE | $26,000 | $7,181+262.1% | $6,842+280.0% | $5,982+334.6% |
| Admin fee / account holder | $175 | $10,807-98.4% | $9,309-98.1% | $11,246-98.4% |