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 | $148,180 | $159,602-7.2% | $150,045-1.2% | $142,382+4.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.56% | 70.24%-49.7pp | 62.55%-42.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,396 | $4,961-51.7% | $4,693-49.0% | $4,299-44.3% |
| Participant deferral / active EE | $9,583 | $8,310+15.3% | $7,997+19.8% | $6,507+47.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |