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 | $148,102 | $148,534-0.3% | $135,903+9.0% | $139,434+6.2% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 14.58% | 79.19%-64.6pp | 68.23%-53.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,768 | $5,243-47.2% | $4,856-43.0% | $4,751-41.7% |
| Participant deferral / active EE | $4,635 | $8,100-42.8% | $7,758-40.2% | $6,710-30.9% |
| Admin fee / account holder | $269 | $12,400-97.8% | $10,762-97.5% | $11,403-97.6% |