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 | $149,319 | $159,602-6.4% | $150,045-0.5% | $142,382+4.9% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 20.21% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $5,354 | $4,961+7.9% | $4,693+14.1% | $4,299+24.5% |
| Participant deferral / active EE | $10,201 | $8,310+22.8% | $7,997+27.6% | $6,507+56.8% |
| Admin fee / account holder | $274 | $14,846-98.2% | $13,435-98.0% | $12,624-97.8% |