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 | $180,389 | $209,411-13.9% | $178,490+1.1% | $158,922+13.5% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 19.71% | 188.75%-169.0pp | 151.07%-131.4pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,769 | $5,706-69.0% | $5,011-64.7% | $4,761-62.9% |
| Participant deferral / active EE | $5,304 | $5,954-10.9% | $5,202+2.0% | $5,982-11.3% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |