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 8-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 | $158,000 | $168,632-6.3% | $147,614+7.0% | $125,391+26.0% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | 0.33% | 77.65%-77.3pp | 61.98%-61.7pp | 282.22%-281.9pp |
| Employer contribution / active EE | $1,486 | $6,252-76.2% | $5,564-73.3% | $4,866-69.5% |
| Participant deferral / active EE | $3,830 | $5,507-30.5% | $4,895-21.8% | $5,352-28.4% |
| Admin fee / account holder | $279 | $13,580-97.9% | $11,611-97.6% | $9,540-97.1% |