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 | $153,567 | $183,519-16.3% | $155,509-1.2% | $145,922+5.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.53% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,567 | $5,313-51.7% | $4,672-45.1% | $4,660-44.9% |
| Participant deferral / active EE | $8,387 | $6,462+29.8% | $5,626+49.1% | $6,688+25.4% |
| Admin fee / account holder | $51 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |