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 | $139,840 | $148,534-5.9% | $135,903+2.9% | $139,434+0.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.49% | 79.19%-61.7pp | 68.23%-50.7pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,473 | $5,243-33.8% | $4,856-28.5% | $4,751-26.9% |
| Participant deferral / active EE | $14,343 | $8,100+77.1% | $7,758+84.9% | $6,710+113.8% |
| Admin fee / account holder | $128 | $12,400-99.0% | $10,762-98.8% | $11,403-98.9% |