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 4-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 | $186,581 | $175,202+6.5% | $149,673+24.7% | $139,434+33.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.93% | 166.71%-147.8pp | 134.42%-115.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,859 | $5,474-66.0% | $4,818-61.4% | $4,751-60.9% |
| Participant deferral / active EE | $8,036 | $6,519+23.3% | $5,680+41.5% | $6,710+19.8% |
| Admin fee / account holder | $63 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |