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 | $185,965 | $227,553-18.3% | $189,557-1.9% | $167,490+11.0% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.4%+4.9pp | 82.1%+1.2pp |
| Annual return | 19.22% | 78.40%-59.2pp | 64.17%-44.9pp | 478.56%-459.3pp |
| Employer contribution / active EE | $1,165 | $5,316-78.1% | $4,412-73.6% | $4,837-75.9% |
| Participant deferral / active EE | $11,635 | $7,002+66.2% | $6,174+88.5% | $6,341+83.5% |
| Admin fee / account holder | $20 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |