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 | $138,115 | $226,064-38.9% | $182,532-24.3% | $152,861-9.6% |
| Participation rate | 94.7% | 82.5%+12.3pp | 78.0%+16.8pp | 82.4%+12.3pp |
| Annual return | 19.20% | 192.51%-173.3pp | 148.54%-129.3pp | 345.32%-326.1pp |
| Employer contribution / active EE | $3,481 | $4,978-30.1% | $4,076-14.6% | $4,762-26.9% |
| Participant deferral / active EE | $10,307 | $6,368+61.9% | $5,524+86.6% | $5,850+76.2% |
| Admin fee / account holder | $9 | $10,703-99.9% | $8,592-99.9% | $11,596-99.9% |