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 | $149,041 | $177,572-16.1% | $154,803-3.7% | $142,382+4.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.23% | 65.07%-46.8pp | 58.88%-40.7pp | 217.08%-198.8pp |
| Employer contribution / active EE | $16,450 | $4,810+242.0% | $4,305+282.1% | $4,299+282.6% |
| Participant deferral / active EE | $13,439 | $6,272+114.3% | $5,540+142.6% | $6,507+106.5% |
| Admin fee / account holder | $204 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |