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 | $164,675 | $202,318-18.6% | $172,739-4.7% | $152,861+7.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.78% | 1029.65%-1006.9pp | 802.84%-780.1pp | 345.32%-322.5pp |
| Employer contribution / active EE | $3,079 | $5,856-47.4% | $5,143-40.1% | $4,762-35.3% |
| Participant deferral / active EE | $4,640 | $5,948-22.0% | $5,198-10.7% | $5,850-20.7% |
| Admin fee / account holder | $207 | $17,109-98.8% | $13,954-98.5% | $11,596-98.2% |