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 6-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 | $148,921 | $159,602-6.7% | $150,045-0.7% | $142,382+4.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.75% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $6,666 | $4,961+34.4% | $4,693+42.0% | $4,299+55.1% |
| Participant deferral / active EE | $22,415 | $8,310+169.7% | $7,997+180.3% | $6,507+244.5% |
| Admin fee / account holder | $212 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |