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 | $148,349 | $165,335-10.3% | $149,696-0.9% | $158,922-6.7% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 21.13% | 348.15%-327.0pp | 276.60%-255.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $8,167 | $5,103+60.1% | $4,644+75.9% | $4,761+71.5% |
| Participant deferral / active EE | $14,425 | $7,181+100.9% | $6,842+110.8% | $5,982+141.1% |
| Admin fee / account holder | $182 | $10,807-98.3% | $9,309-98.0% | $11,246-98.4% |