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 | $148,620 | $157,256-5.5% | $141,162+5.3% | $152,861-2.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.72% | 64.32%-38.6pp | 71.39%-45.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $5,011 | $5,261-4.8% | $4,735+5.8% | $4,762+5.2% |
| Participant deferral / active EE | $7,427 | $7,109+4.5% | $6,709+10.7% | $5,850+26.9% |
| Admin fee / account holder | $2 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |