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 | $165,207 | $102,966+60.4% | $90,281+83.0% | $152,861+8.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 22.31% | 95.16%-72.9pp | 78.10%-55.8pp | 345.32%-323.0pp |
| Employer contribution / active EE | $3,921 | $3,139+24.9% | $2,854+37.4% | $4,762-17.7% |
| Participant deferral / active EE | $6,679 | $4,281+56.0% | $3,885+71.9% | $5,850+14.2% |
| Admin fee / account holder | $17 | $6,171-99.7% | $5,351-99.7% | $11,596-99.9% |