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 | $166,963 | $157,256+6.2% | $141,162+18.3% | $152,861+9.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.66% | 64.32%-47.7pp | 71.39%-54.7pp | 345.32%-328.7pp |
| Employer contribution / active EE | $4,611 | $5,261-12.4% | $4,735-2.6% | $4,762-3.2% |
| Participant deferral / active EE | $7,325 | $7,109+3.0% | $6,709+9.2% | $5,850+25.2% |
| Admin fee / account holder | $246 | $12,120-98.0% | $10,261-97.6% | $11,596-97.9% |