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 | $166,794 | $137,414+21.4% | $189,513-12.0% | $85,850+94.3% |
| Participation rate | 73.0% | 84.6%-11.6pp | 87.8%-14.8pp | 69.3%+3.7pp |
| Annual return | 16.92% | 38.14%-21.2pp | 555.15%-538.2pp | 318.53%-301.6pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,954 | $6,260-4.9% | $8,221-27.6% | $3,952+50.7% |
| Admin fee / account holder | $197 | $8,630-97.7% | $12,045-98.4% | $6,260-96.9% |