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 | $148,676 | $177,572-16.3% | $154,803-4.0% | $142,382+4.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.15% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $4,010 | $4,810-16.6% | $4,305-6.9% | $4,299-6.7% |
| Participant deferral / active EE | $9,649 | $6,272+53.9% | $5,540+74.2% | $6,507+48.3% |
| Admin fee / account holder | $198 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |