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 | $159,231 | $197,591-19.4% | $177,821-10.5% | $158,922+0.2% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 10.15% | 58.76%-48.6pp | 48.32%-38.2pp | 302.83%-292.7pp |
| Employer contribution / active EE | $3,343 | $6,697-50.1% | $5,918-43.5% | $4,761-29.8% |
| Participant deferral / active EE | $5,801 | $8,405-31.0% | $7,714-24.8% | $5,982-3.0% |
| Admin fee / account holder | $3 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |