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 | $150,766 | $157,256-4.1% | $141,162+6.8% | $152,861-1.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 34.43% | 64.32%-29.9pp | 71.39%-37.0pp | 345.32%-310.9pp |
| Employer contribution / active EE | $6,663 | $5,261+26.6% | $4,735+40.7% | $4,762+39.9% |
| Participant deferral / active EE | $9,372 | $7,109+31.8% | $6,709+39.7% | $5,850+60.2% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |