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 | $152,125 | $150,187+1.3% | $120,354+26.4% | $145,922+4.3% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 17.16% | 154.07%-136.9pp | 107.15%-90.0pp | 561.29%-544.1pp |
| Employer contribution / active EE | $3,184 | $4,348-26.8% | $3,463-8.0% | $4,660-31.7% |
| Participant deferral / active EE | $5,391 | $6,173-12.7% | $4,991+8.0% | $6,688-19.4% |
| Admin fee / account holder | $69 | $12,207-99.4% | $9,423-99.3% | $13,397-99.5% |