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 | $150,085 | $176,056-14.8% | $159,436-5.9% | $167,490-10.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 28.24% | 331.75%-303.5pp | 263.57%-235.3pp | 478.56%-450.3pp |
| Employer contribution / active EE | $2,424 | $5,297-54.2% | $4,829-49.8% | $4,837-49.9% |
| Participant deferral / active EE | $14,320 | $7,750+84.8% | $7,352+94.8% | $6,341+125.8% |
| Admin fee / account holder | $20 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |