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 | $157,596 | $165,335-4.7% | $149,696+5.3% | $158,922-0.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 34.39% | 348.15%-313.8pp | 276.60%-242.2pp | 302.83%-268.4pp |
| Employer contribution / active EE | $5,000 | $5,103-2.0% | $4,644+7.7% | $4,761+5.0% |
| Participant deferral / active EE | $3,264 | $7,181-54.5% | $6,842-52.3% | $5,982-45.4% |
| Admin fee / account holder | $299 | $10,807-97.2% | $9,309-96.8% | $11,246-97.3% |