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 | $155,593 | $159,901-2.7% | $146,958+5.9% | $145,922+6.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.98% | 98.13%-79.2pp | 418.34%-399.4pp | 561.29%-542.3pp |
| Employer contribution / active EE | $9,634 | $5,286+82.2% | $4,933+95.3% | $4,660+106.7% |
| Participant deferral / active EE | $12,061 | $8,428+43.1% | $8,070+49.5% | $6,688+80.3% |
| Admin fee / account holder | $180 | $15,044-98.8% | $12,998-98.6% | $13,397-98.7% |