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 | $162,014 | $157,256+3.0% | $141,162+14.8% | $152,861+6.0% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 27.04% | 64.32%-37.3pp | 71.39%-44.3pp | 345.32%-318.3pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $12,908 | $7,109+81.6% | $6,709+92.4% | $5,850+120.6% |
| Admin fee / account holder | $234 | $12,120-98.1% | $10,261-97.7% | $11,596-98.0% |