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 | $169,908 | $159,602+6.5% | $150,045+13.2% | $142,382+19.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.21% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,226 | $4,961-55.1% | $4,693-52.6% | $4,299-48.2% |
| Participant deferral / active EE | $22,360 | $8,310+169.1% | $7,997+179.6% | $6,507+243.6% |
| Admin fee / account holder | $24 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |