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 | $146,271 | $157,256-7.0% | $141,162+3.6% | $152,861-4.3% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 23.97% | 64.32%-40.3pp | 71.39%-47.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $16,274 | $5,261+209.3% | $4,735+243.7% | $4,762+241.7% |
| Participant deferral / active EE | $14,956 | $7,109+110.4% | $6,709+122.9% | $5,850+155.7% |
| Admin fee / account holder | $121 | $12,120-99.0% | $10,261-98.8% | $11,596-99.0% |