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 | $135,005 | $183,519-26.4% | $155,509-13.2% | $145,922-7.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 11.63% | 61.17%-49.5pp | 64.67%-53.0pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,663 | $5,313-68.7% | $4,672-64.4% | $4,660-64.3% |
| Participant deferral / active EE | $3,457 | $6,462-46.5% | $5,626-38.6% | $6,688-48.3% |
| Admin fee / account holder | $3 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |