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 | $151,413 | $159,901-5.3% | $146,958+3.0% | $145,922+3.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.60% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $4,247 | $5,286-19.7% | $4,933-13.9% | $4,660-8.9% |
| Participant deferral / active EE | $10,769 | $8,428+27.8% | $8,070+33.4% | $6,688+61.0% |
| Admin fee / account holder | $211 | $15,044-98.6% | $12,998-98.4% | $13,397-98.4% |