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 | $154,348 | $115,770+33.3% | $101,248+52.4% | $158,922-2.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.46% | 56.14%-42.7pp | 46.47%-33.0pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,378 | $4,175-67.0% | $3,660-62.3% | $4,761-71.0% |
| Participant deferral / active EE | $5,497 | $4,957+10.9% | $4,370+25.8% | $5,982-8.1% |
| Admin fee / account holder | $189 | $7,245-97.4% | $5,945-96.8% | $11,246-98.3% |