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 | $147,703 | $183,519-19.5% | $155,509-5.0% | $145,922+1.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.07% | 61.17%-37.1pp | 64.67%-40.6pp | 561.29%-537.2pp |
| Employer contribution / active EE | $4,317 | $5,313-18.7% | $4,672-7.6% | $4,660-7.4% |
| Participant deferral / active EE | $6,679 | $6,462+3.4% | $5,626+18.7% | $6,688-0.1% |
| Admin fee / account holder | $228 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |