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 | $157,534 | $154,117+2.2% | $129,995+21.2% | $139,434+13.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 23.79% | 32.48%-8.7pp | -137.18%+161.0pp | 372.94%-349.1pp |
| Employer contribution / active EE | $6,199 | $5,289+17.2% | $4,320+43.5% | $4,751+30.5% |
| Participant deferral / active EE | $8,820 | $6,710+31.4% | $5,820+51.5% | $6,710+31.4% |
| Admin fee / account holder | $13 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |