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 | $158,542 | $165,335-4.1% | $149,696+5.9% | $158,922-0.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.31% | 348.15%-339.8pp | 276.60%-268.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $1,851 | $5,103-63.7% | $4,644-60.1% | $4,761-61.1% |
| Participant deferral / active EE | $9,160 | $7,181+27.6% | $6,842+33.9% | $5,982+53.1% |
| Admin fee / account holder | $197 | $10,807-98.2% | $9,309-97.9% | $11,246-98.2% |