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 | $163,053 | $177,572-8.2% | $154,803+5.3% | $142,382+14.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.18% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $8,763 | $4,810+82.2% | $4,305+103.5% | $4,299+103.8% |
| Participant deferral / active EE | $10,419 | $6,272+66.1% | $5,540+88.0% | $6,507+60.1% |
| Admin fee / account holder | $142 | $16,786-99.2% | $14,329-99.0% | $12,624-98.9% |