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 | $164,722 | $183,519-10.2% | $155,509+5.9% | $145,922+12.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.01% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $13,589 | $5,313+155.8% | $4,672+190.8% | $4,660+191.6% |
| Participant deferral / active EE | $8,150 | $6,462+26.1% | $5,626+44.9% | $6,688+21.9% |
| Admin fee / account holder | $61 | $19,313-99.7% | $15,912-99.6% | $13,397-99.5% |