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 | $165,413 | $176,812-6.4% | $146,665+12.8% | $167,490-1.2% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 14.89% | 24.03%-9.1pp | 22.74%-7.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,912 | $5,160-62.9% | $4,136-53.8% | $4,837-60.5% |
| Participant deferral / active EE | $12,005 | $6,440+86.4% | $5,506+118.0% | $6,341+89.3% |
| Admin fee / account holder | $50 | $13,259-99.6% | $10,280-99.5% | $12,309-99.6% |