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 | $169,240 | $175,202-3.4% | $149,673+13.1% | $139,434+21.4% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 16.70% | 166.71%-150.0pp | 134.42%-117.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $8,202 | $5,474+49.8% | $4,818+70.2% | $4,751+72.6% |
| Participant deferral / active EE | $7,089 | $6,519+8.7% | $5,680+24.8% | $6,710+5.6% |
| Admin fee / account holder | $10 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |