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 | $150,424 | $144,119+4.4% | $117,854+27.6% | $147,584+1.9% |
| Participation rate | 76.9% | 83.4%-6.5pp | 79.7%-2.7pp | 82.8%-5.9pp |
| Annual return | 20.86% | 531.15%-510.3pp | 335.08%-314.2pp | 578.55%-557.7pp |
| Employer contribution / active EE | $2,975 | $4,896-39.2% | $3,786-21.4% | $4,876-39.0% |
| Participant deferral / active EE | $4,876 | $5,316-8.3% | $4,482+8.8% | $5,439-10.3% |
| Admin fee / account holder | $92 | $10,886-99.2% | $8,020-98.9% | $10,885-99.2% |