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 | $148,141 | $198,466-25.4% | $170,442-13.1% | $147,584+0.4% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 19.77% | 257.29%-237.5pp | 205.93%-186.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $29,091 | $6,184+370.4% | $5,433+435.5% | $4,876+496.6% |
| Participant deferral / active EE | $17,000 | $5,629+202.0% | $4,939+244.2% | $5,439+212.6% |
| Admin fee / account holder | $59 | $16,852-99.6% | $13,880-99.6% | $10,885-99.5% |