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 | $196,072 | $179,726+9.1% | $156,263+25.5% | $142,382+37.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 29.63% | 77.86%-48.2pp | 59.47%-29.8pp | 217.08%-187.4pp |
| Employer contribution / active EE | $1,690 | $5,069-66.7% | $4,333-61.0% | $4,299-60.7% |
| Participant deferral / active EE | $3,719 | $6,956-46.5% | $6,158-39.6% | $6,507-42.8% |
| Admin fee / account holder | $11 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |