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 | $164,074 | $183,519-10.6% | $155,509+5.5% | $145,922+12.4% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.89% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,449 | $5,313-72.7% | $4,672-69.0% | $4,660-68.9% |
| Participant deferral / active EE | $4,279 | $6,462-33.8% | $5,626-23.9% | $6,688-36.0% |
| Admin fee / account holder | $79 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |