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 | $133,224 | $159,901-16.7% | $146,958-9.3% | $145,922-8.7% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 13.96% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,436 | $5,286-53.9% | $4,933-50.6% | $4,660-47.7% |
| Participant deferral / active EE | $6,394 | $8,428-24.1% | $8,070-20.8% | $6,688-4.4% |
| Admin fee / account holder | $147 | $15,044-99.0% | $12,998-98.9% | $13,397-98.9% |