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 | $165,159 | $209,411-21.1% | $178,490-7.5% | $158,922+3.9% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 21.46% | 188.75%-167.3pp | 151.07%-129.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $2,317 | $5,706-59.4% | $5,011-53.7% | $4,761-51.3% |
| Participant deferral / active EE | $3,984 | $5,954-33.1% | $5,202-23.4% | $5,982-33.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |