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 8-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 | $165,473 | $183,519-9.8% | $155,509+6.4% | $145,922+13.4% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 9.67% | 61.17%-51.5pp | 64.67%-55.0pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,566 | $5,313-70.5% | $4,672-66.5% | $4,660-66.4% |
| Participant deferral / active EE | $7,614 | $6,462+17.8% | $5,626+35.3% | $6,688+13.9% |
| Admin fee / account holder | $20 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |