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 | $166,379 | $104,974+58.5% | $95,585+74.1% | $142,382+16.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.21% | 210.33%-196.1pp | 38.56%-24.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,677 | $2,779-39.6% | $2,527-33.6% | $4,299-61.0% |
| Participant deferral / active EE | $4,547 | $4,352+4.5% | $4,023+13.0% | $6,507-30.1% |
| Admin fee / account holder | $14 | $6,386-99.8% | $6,127-99.8% | $12,624-99.9% |