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 | $169,325 | $179,726-5.8% | $156,263+8.4% | $142,382+18.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.48% | 77.86%-55.4pp | 59.47%-37.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,177 | $5,069-76.8% | $4,333-72.8% | $4,299-72.6% |
| Participant deferral / active EE | $4,265 | $6,956-38.7% | $6,158-30.7% | $6,507-34.5% |
| Admin fee / account holder | $136 | $17,272-99.2% | $14,255-99.0% | $12,624-98.9% |