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 | $166,845 | $115,770+44.1% | $101,248+64.8% | $158,922+5.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 25.69% | 56.14%-30.4pp | 46.47%-20.8pp | 302.83%-277.1pp |
| Employer contribution / active EE | $3,046 | $4,175-27.0% | $3,660-16.8% | $4,761-36.0% |
| Participant deferral / active EE | $7,651 | $4,957+54.3% | $4,370+75.1% | $5,982+27.9% |
| Admin fee / account holder | $25 | $7,245-99.7% | $5,945-99.6% | $11,246-99.8% |