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 | $155,506 | $159,901-2.7% | $146,958+5.8% | $145,922+6.6% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 14.64% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $11,134 | $5,286+110.6% | $4,933+125.7% | $4,660+139.0% |
| Participant deferral / active EE | $11,669 | $8,428+38.5% | $8,070+44.6% | $6,688+74.5% |
| Admin fee / account holder | $105 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |