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 | $148,456 | $159,901-7.2% | $146,958+1.0% | $145,922+1.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.59% | 98.13%-85.5pp | 418.34%-405.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,157 | $5,286-59.2% | $4,933-56.3% | $4,660-53.7% |
| Participant deferral / active EE | $4,550 | $8,428-46.0% | $8,070-43.6% | $6,688-32.0% |
| Admin fee / account holder | $202 | $15,044-98.7% | $12,998-98.4% | $13,397-98.5% |