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 | $154,042 | $183,519-16.1% | $155,509-0.9% | $145,922+5.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 21.51% | 61.17%-39.7pp | 64.67%-43.2pp | 561.29%-539.8pp |
| Employer contribution / active EE | $1,563 | $5,313-70.6% | $4,672-66.6% | $4,660-66.5% |
| Participant deferral / active EE | $5,865 | $6,462-9.2% | $5,626+4.3% | $6,688-12.3% |
| Admin fee / account holder | $11 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |