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 | $208,002 | $159,901+30.1% | $146,958+41.5% | $145,922+42.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.89% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $3,388 | $5,286-35.9% | $4,933-31.3% | $4,660-27.3% |
| Participant deferral / active EE | $10,664 | $8,428+26.5% | $8,070+32.1% | $6,688+59.5% |
| Admin fee / account holder | $212 | $15,044-98.6% | $12,998-98.4% | $13,397-98.4% |