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 | $169,871 | $112,096+51.5% | $95,952+77.0% | $158,922+6.9% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 16.52% | 171.09%-154.6pp | 91.61%-75.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,545 | $3,198-20.4% | $2,541+0.1% | $4,761-46.6% |
| Participant deferral / active EE | $9,913 | $4,784+107.2% | $4,167+137.9% | $5,982+65.7% |
| Admin fee / account holder | $8 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |