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 | $170,377 | $176,056-3.2% | $159,436+6.9% | $167,490+1.7% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 22.71% | 331.75%-309.0pp | 263.57%-240.9pp | 478.56%-455.9pp |
| Employer contribution / active EE | $3,372 | $5,297-36.3% | $4,829-30.2% | $4,837-30.3% |
| Participant deferral / active EE | $4,835 | $7,750-37.6% | $7,352-34.2% | $6,341-23.8% |
| Admin fee / account holder | $17 | $12,554-99.9% | $10,799-99.8% | $12,309-99.9% |