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 | $146,371 | $157,256-6.9% | $141,162+3.7% | $152,861-4.2% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 20.73% | 64.32%-43.6pp | 71.39%-50.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $10,338 | $5,261+96.5% | $4,735+118.3% | $4,762+117.1% |
| Participant deferral / active EE | $13,696 | $7,109+92.6% | $6,709+104.1% | $5,850+134.1% |
| Admin fee / account holder | $190 | $12,120-98.4% | $10,261-98.2% | $11,596-98.4% |