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 | $162,202 | $183,519-11.6% | $155,509+4.3% | $145,922+11.2% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 18.16% | 61.17%-43.0pp | 64.67%-46.5pp | 561.29%-543.1pp |
| Employer contribution / active EE | $3,031 | $5,313-42.9% | $4,672-35.1% | $4,660-35.0% |
| Participant deferral / active EE | $7,663 | $6,462+18.6% | $5,626+36.2% | $6,688+14.6% |
| Admin fee / account holder | $189 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |