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 | $163,775 | $198,466-17.5% | $170,442-3.9% | $147,584+11.0% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 15.46% | 257.29%-241.8pp | 205.93%-190.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $10,853 | $6,184+75.5% | $5,433+99.8% | $4,876+122.6% |
| Participant deferral / active EE | $8,400 | $5,629+49.2% | $4,939+70.1% | $5,439+54.4% |
| Admin fee / account holder | -$250 | $16,852-101.5% | $13,880-101.8% | $10,885-102.3% |