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 | $150,100 | $60,124+149.7% | $90,404+66.0% | $79,858+88.0% |
| Participation rate | 76.0% | 65.0%+11.0pp | 72.7%+3.3pp | 69.6%+6.4pp |
| Annual return | 16.75% | 71.94%-55.2pp | 1293.02%-1276.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $3,431 | $2,068+66.0% | $3,262+5.2% | $2,471+38.9% |
| Participant deferral / active EE | $6,841 | $2,938+132.8% | $3,963+72.6% | $3,740+82.9% |
| Admin fee / account holder | -$75 | $3,976-101.9% | $5,611-101.3% | $5,306-101.4% |