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 | $150,629 | $159,602-5.6% | $150,045+0.4% | $142,382+5.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 20.99% | 70.24%-49.3pp | 62.55%-41.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,548 | $4,961-48.6% | $4,693-45.7% | $4,299-40.7% |
| Participant deferral / active EE | $10,558 | $8,310+27.1% | $7,997+32.0% | $6,507+62.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |