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 | $185,977 | $109,817+69.4% | $98,442+88.9% | $167,490+11.0% |
| Participation rate | 70.0% | 75.8%-5.8pp | 73.3%-3.3pp | 82.1%-12.1pp |
| Annual return | 17.59% | 1956.69%-1939.1pp | 1492.73%-1475.1pp | 478.56%-461.0pp |
| Employer contribution / active EE | $2,882 | $3,224-10.6% | $2,960-2.6% | $4,837-40.4% |
| Participant deferral / active EE | $5,663 | $4,673+21.2% | $4,276+32.4% | $6,341-10.7% |
| Admin fee / account holder | $70 | $6,753-99.0% | $5,949-98.8% | $12,309-99.4% |