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 | $157,289 | $176,056-10.7% | $159,436-1.3% | $167,490-6.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.36% | 331.75%-318.4pp | 263.57%-250.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $3,733 | $5,297-29.5% | $4,829-22.7% | $4,837-22.8% |
| Participant deferral / active EE | $15,145 | $7,750+95.4% | $7,352+106.0% | $6,341+138.8% |
| Admin fee / account holder | $123 | $12,554-99.0% | $10,799-98.9% | $12,309-99.0% |