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 | $186,644 | $148,534+25.7% | $135,903+37.3% | $139,434+33.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 13.09% | 79.19%-66.1pp | 68.23%-55.1pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,199 | $5,243-58.1% | $4,856-54.7% | $4,751-53.7% |
| Participant deferral / active EE | $5,773 | $8,100-28.7% | $7,758-25.6% | $6,710-14.0% |
| Admin fee / account holder | $6 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |