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 | $159,708 | $177,572-10.1% | $154,803+3.2% | $142,382+12.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.58% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $9,189 | $4,810+91.0% | $4,305+113.4% | $4,299+113.7% |
| Participant deferral / active EE | $6,510 | $6,272+3.8% | $5,540+17.5% | $6,5070% |
| Admin fee / account holder | $174 | $16,786-99.0% | $14,329-98.8% | $12,624-98.6% |