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 | $159,681 | $180,449-11.5% | $154,107+3.6% | $135,375+18.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.62% | 888.09%-880.5pp | 735.12%-727.5pp | 519.73%-512.1pp |
| Employer contribution / active EE | $2,682 | $6,035-55.6% | $5,298-49.4% | $4,779-43.9% |
| Participant deferral / active EE | $4,401 | $5,806-24.2% | $5,081-13.4% | $5,609-21.5% |
| Admin fee / account holder | $267 | $16,143-98.3% | $13,411-98.0% | $10,827-97.5% |