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 | $154,209 | $137,414+12.2% | $189,513-18.6% | $85,850+79.6% |
| Participation rate | 88.9% | 84.6%+4.3pp | 87.8%+1.1pp | 69.3%+19.6pp |
| Annual return | 13.52% | 38.14%-24.6pp | 555.15%-541.6pp | 318.53%-305.0pp |
| Employer contribution / active EE | $8,954 | $4,344+106.1% | $6,162+45.3% | $2,565+249.1% |
| Participant deferral / active EE | $7,610 | $6,260+21.6% | $8,221-7.4% | $3,952+92.6% |
| Admin fee / account holder | $17 | $8,630-99.8% | $12,045-99.9% | $6,260-99.7% |