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 | $160,976 | $210,648-23.6% | $177,989-9.6% | $145,922+10.3% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 10.87% | 385.86%-375.0pp | 294.48%-283.6pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,231 | $4,565-51.1% | $3,949-43.5% | $4,660-52.1% |
| Participant deferral / active EE | $6,427 | $6,958-7.6% | $6,276+2.4% | $6,688-3.9% |
| Admin fee / account holder | $33 | $12,013-99.7% | $10,363-99.7% | $13,397-99.8% |