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 | $149,985 | $157,256-4.6% | $141,162+6.3% | $152,861-1.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.53% | 64.32%-46.8pp | 71.39%-53.9pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,448 | $5,261-72.5% | $4,735-69.4% | $4,762-69.6% |
| Participant deferral / active EE | $5,719 | $7,109-19.6% | $6,709-14.8% | $5,850-2.2% |
| Admin fee / account holder | $109 | $12,120-99.1% | $10,261-98.9% | $11,596-99.1% |