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 | $161,529 | $185,822-13.1% | $169,993-5.0% | $139,434+15.8% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 16.19% | 60.50%-44.3pp | 53.37%-37.2pp | 372.94%-356.8pp |
| Employer contribution / active EE | $5,149 | $7,590-32.2% | $6,785-24.1% | $4,751+8.4% |
| Participant deferral / active EE | $4,234 | $11,622-63.6% | $10,408-59.3% | $6,710-36.9% |
| Admin fee / account holder | $10 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |