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 | $215,037 | $202,318+6.3% | $172,739+24.5% | $152,861+40.7% |
| Participation rate | 95.5% | 87.1%+8.4pp | 82.6%+12.8pp | 82.4%+13.0pp |
| Annual return | 21.40% | 1029.65%-1008.3pp | 802.84%-781.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $3,384 | $5,856-42.2% | $5,143-34.2% | $4,762-28.9% |
| Participant deferral / active EE | $8,803 | $5,948+48.0% | $5,198+69.4% | $5,850+50.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |