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 | $189,244 | $159,901+18.4% | $146,958+28.8% | $145,922+29.7% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 10.61% | 98.13%-87.5pp | 418.34%-407.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $4,452 | $5,286-15.8% | $4,933-9.7% | $4,660-4.4% |
| Participant deferral / active EE | $9,309 | $8,428+10.4% | $8,070+15.3% | $6,688+39.2% |
| Admin fee / account holder | $11 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |