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 | $146,311 | $183,519-20.3% | $155,509-5.9% | $145,922+0.3% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 22.27% | 61.17%-38.9pp | 64.67%-42.4pp | 561.29%-539.0pp |
| Employer contribution / active EE | $2,865 | $5,313-46.1% | $4,672-38.7% | $4,660-38.5% |
| Participant deferral / active EE | $7,893 | $6,462+22.1% | $5,626+40.3% | $6,688+18.0% |
| Admin fee / account holder | $202 | $19,313-99.0% | $15,912-98.7% | $13,397-98.5% |