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 | $185,324 | $176,056+5.3% | $159,436+16.2% | $167,490+10.6% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 15.06% | 331.75%-316.7pp | 263.57%-248.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,499 | $5,297-52.8% | $4,829-48.3% | $4,837-48.3% |
| Participant deferral / active EE | $6,793 | $7,750-12.3% | $7,352-7.6% | $6,341+7.1% |
| Admin fee / account holder | $6 | $12,554-100.0% | $10,799-99.9% | $12,309-99.9% |