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 | $156,595 | $159,602-1.9% | $150,045+4.4% | $142,382+10.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.62% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,234 | $4,961-55.0% | $4,693-52.4% | $4,299-48.0% |
| Participant deferral / active EE | $23,851 | $8,310+187.0% | $7,997+198.2% | $6,507+266.5% |
| Admin fee / account holder | $186 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |