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 | $141,288 | $159,901-11.6% | $146,958-3.9% | $145,922-3.2% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 29.61% | 98.13%-68.5pp | 418.34%-388.7pp | 561.29%-531.7pp |
| Employer contribution / active EE | $4,225 | $5,286-20.1% | $4,933-14.4% | $4,660-9.3% |
| Participant deferral / active EE | $12,394 | $8,428+47.1% | $8,070+53.6% | $6,688+85.3% |
| Admin fee / account holder | $45 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |