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 | $162,747 | $176,812-8.0% | $146,665+11.0% | $167,490-2.8% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 14.70% | 24.03%-9.3pp | 22.74%-8.0pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,656 | $5,160-67.9% | $4,136-60.0% | $4,837-65.8% |
| Participant deferral / active EE | $8,451 | $6,440+31.2% | $5,506+53.5% | $6,341+33.3% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |